Creative Planning’s Royal Gold RGLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
12,451
+2,723
| +28% | +$484K | ﹤0.01% | 1241 |
|
|
2025
Q1 | $1.59M | Buy |
9,728
+970
| +11% | +$159K | ﹤0.01% | 1355 |
|
|
2024
Q4 | $1.15M | Buy |
8,758
+411
| +5% | +$54.2K | ﹤0.01% | 1534 |
|
|
2024
Q3 | $1.17M | Buy |
8,347
+157
| +2% | +$22K | ﹤0.01% | 1405 |
|
|
2024
Q2 | $1.03M | Buy |
8,190
+155
| +2% | +$19.4K | ﹤0.01% | 1380 |
|
|
2024
Q1 | $979K | Buy |
8,035
+420
| +6% | +$51.2K | ﹤0.01% | 1348 |
|
|
2023
Q4 | $921K | Buy |
7,615
+2,058
| +37% | +$249K | ﹤0.01% | 1276 |
|
|
2023
Q3 | $591K | Sell |
5,557
-1,778
| -24% | -$189K | ﹤0.01% | 1451 |
|
|
2023
Q2 | $842K | Buy |
7,335
+113
| +2% | +$13K | ﹤0.01% | 1217 |
|
|
2023
Q1 | $937K | Buy |
7,222
+896
| +14% | +$116K | ﹤0.01% | 1111 |
|
|
2022
Q4 | $713K | Sell |
6,326
-1,191
| -16% | -$134K | ﹤0.01% | 1210 |
|
|
2022
Q3 | $705K | Buy |
7,517
+202
| +3% | +$18.9K | ﹤0.01% | 1127 |
|
|
2022
Q2 | $781K | Sell |
7,315
-763
| -9% | -$81.5K | ﹤0.01% | 1074 |
|
|
2022
Q1 | $1.14M | Buy |
8,078
+186
| +2% | +$26.3K | ﹤0.01% | 928 |
|
|
2021
Q4 | $830K | Buy |
7,892
+888
| +13% | +$93.4K | ﹤0.01% | 1039 |
|
|
2021
Q3 | $669K | Sell |
7,004
-883
| -11% | -$84.3K | ﹤0.01% | 1139 |
|
|
2021
Q2 | $900K | Sell |
7,887
-307
| -4% | -$35K | ﹤0.01% | 980 |
|
|
2021
Q1 | $882K | Sell |
8,194
-6
| -0.1% | -$646 | ﹤0.01% | 1083 |
|
|
2020
Q4 | $872K | Buy |
8,200
+1,104
| +16% | +$117K | ﹤0.01% | 1009 |
|
|
2020
Q3 | $853K | Buy |
7,096
+792
| +13% | +$95.2K | ﹤0.01% | 860 |
|
|
2020
Q2 | $784K | Sell |
6,304
-56
| -0.9% | -$6.96K | ﹤0.01% | 828 |
|
|
2020
Q1 | $558K | Sell |
6,360
-1,204
| -16% | -$106K | ﹤0.01% | 877 |
|
|
2019
Q4 | $925K | Sell |
7,564
-74
| -1% | -$9.05K | ﹤0.01% | 814 |
|
|
2019
Q3 | $941K | Buy |
7,638
+599
| +9% | +$73.8K | ﹤0.01% | 782 |
|
|
2019
Q2 | $721K | Sell |
7,039
-603
| -8% | -$61.8K | ﹤0.01% | 889 |
|
|
2019
Q1 | $695K | Buy |
7,642
+562
| +8% | +$51.1K | ﹤0.01% | 880 |
|
|
2018
Q4 | $606K | Buy |
7,080
+875
| +14% | +$74.9K | ﹤0.01% | 863 |
|
|
2018
Q3 | $478K | Sell |
6,205
-830
| -12% | -$63.9K | ﹤0.01% | 1093 |
|
|
2018
Q2 | $653K | Buy |
7,035
+1,590
| +29% | +$148K | ﹤0.01% | 937 |
|
|
2018
Q1 | $468K | Buy |
5,445
+258
| +5% | +$22.2K | ﹤0.01% | 1110 |
|
|
2017
Q4 | $426K | Sell |
5,187
-1,283
| -20% | -$105K | ﹤0.01% | 1155 |
|
|
2017
Q3 | $557K | Sell |
6,470
-5,600
| -46% | -$482K | ﹤0.01% | 990 |
|
|
2017
Q2 | $944K | Buy |
12,070
+3,242
| +37% | +$254K | ﹤0.01% | 715 |
|
|
2017
Q1 | $618K | Buy |
8,828
+609
| +7% | +$42.6K | ﹤0.01% | 878 |
|
|
2016
Q4 | $521K | Sell |
8,219
-1,159
| -12% | -$73.5K | ﹤0.01% | 897 |
|
|
2016
Q3 | $726K | Buy |
9,378
+1,959
| +26% | +$152K | ﹤0.01% | 725 |
|
|
2016
Q2 | $534K | Buy |
7,419
+2,353
| +46% | +$169K | ﹤0.01% | 743 |
|
|
2016
Q1 | $260K | Buy |
5,066
+613
| +14% | +$31.5K | ﹤0.01% | 1085 |
|
|
2015
Q4 | $162K | Sell |
4,453
-737
| -14% | -$26.8K | ﹤0.01% | 1324 |
|
|
2015
Q3 | $244K | Buy |
+5,190
| New | +$244K | ﹤0.01% | 1075 |
|
|
2015
Q2 | – | Sell |
-5,950
| Closed | -$375K | – | 2472 |
|
|
2015
Q1 | $375K | Buy |
5,950
+421
| +8% | +$26.5K | ﹤0.01% | 868 |
|
|
2014
Q4 | $347K | Buy |
5,529
+1,860
| +51% | +$117K | ﹤0.01% | 867 |
|
|
2014
Q3 | $238K | Buy |
3,669
+690
| +23% | +$44.8K | ﹤0.01% | 974 |
|
|
2014
Q2 | $227K | Sell |
2,979
-220
| -7% | -$16.8K | ﹤0.01% | 960 |
|
|
2014
Q1 | $200K | Sell |
3,199
-1,170
| -27% | -$73.1K | ﹤0.01% | 999 |
|
|
2013
Q4 | $201K | Sell |
4,369
-943
| -18% | -$43.4K | ﹤0.01% | 861 |
|
|
2013
Q3 | $258K | Sell |
5,312
-159,761
| -97% | -$7.76M | 0.01% | 667 |
|
|
2013
Q2 | $6.95M | Buy |
+165,073
| New | +$6.95M | 0.16% | 60 |
|