Congress Wealth Management’s Royal Gold RGLD Stock Holding History

Congress Wealth Management’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
2022 Q2	–	Sell	-1,500	Closed	-$212K	–	605
2022 Q1	$212K	Buy	+1,500	New	+$175K	﹤0.01%	571

Other funds holding RGLD

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Congress Wealth Management's RGLD Position: Q2 2022 in Review

Congress Wealth Management sold out of Royal Gold (RGLD) in Q2 2022, closing a stake of 1,500 shares — an estimated $212K sold.

Congress Wealth Management first reported a position in RGLD in Q1 2022 and held it in 1 quarter. The position peaked at $212K in Q1 2022. 412 funds tracked by Wall St. Rank hold RGLD as of Q2 2022.

Congress Wealth Management reported no remaining Royal Gold position as of Q2 2022 after selling out during the quarter.
Congress Wealth Management sold 1,500 Royal Gold shares in Q2 2022, an estimated $212K.
Congress Wealth Management first reported a position in Royal Gold in Q1 2022 and held it in 1 quarter.
Congress Wealth Management's Royal Gold position peaked at $212K in Q1 2022.
412 funds tracked by Wall St. Rank held Royal Gold as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.