Clearview Wealth Advisors’s Royal Gold RGLD Stock Holding History

Clearview Wealth Advisors’s Portfolio RGLD Stock Details RGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-35	Closed	-$4.03K	–	503
2023 Q2	$4.03K	Hold	35	–	–	﹤0.01%	448
2023 Q1	$4.55K	Hold	35	–	–	﹤0.01%	443
2022 Q4	$3.96K	Hold	35	–	–	﹤0.01%	417
2022 Q3	$3K	Hold	35	–	–	﹤0.01%	464
2022 Q2	$4K	Hold	35	–	–	﹤0.01%	454
2022 Q1	$5K	Hold	35	–	–	﹤0.01%	457
2021 Q4	$4K	Hold	35	–	–	﹤0.01%	522
2021 Q3	$3K	Hold	35	–	–	﹤0.01%	555
2021 Q2	$4K	Hold	35	–	–	﹤0.01%	532
2021 Q1	$4K	Buy	35 +1	+3%	+$107	﹤0.01%	511
2020 Q4	$4K	Buy	+34	New	+$3.93K	﹤0.01%	471

Other funds holding RGLD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Clearview Wealth Advisors's RGLD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Royal Gold (RGLD) in Q3 2023, closing a stake of 35 shares — an estimated $4.03K sold.

Clearview Wealth Advisors first reported a position in RGLD in Q4 2020 and held it in 11 quarters. The position peaked at $5K in Q1 2022. 410 funds tracked by Wall St. Rank hold RGLD as of Q3 2023.

Clearview Wealth Advisors reported no remaining Royal Gold position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 35 Royal Gold shares in Q3 2023, an estimated $4.03K.
Clearview Wealth Advisors first reported a position in Royal Gold in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Royal Gold position peaked at $5K in Q1 2022.
410 funds tracked by Wall St. Rank held Royal Gold as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.