Disciplined Investments’s Royal Gold RGLD Stock Holding History

Disciplined Investments’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	-12	Closed	-$1.38K	–	1226
2023 Q2	$1.38K	Sell	12 -2	-14%	-$257	﹤0.01%	823
2023 Q1	$1.82K	Buy	14 +1	+8%	+$123	﹤0.01%	707
2022 Q4	$1.47K	Buy	13 +8	+160%	+$824	﹤0.01%	733
2022 Q3	$0	Sell	5 -4	-44%	-$396	﹤0.01%	1542
2022 Q2	$1K	Sell	9 -5	-36%	-$618	﹤0.01%	1080
2022 Q1	$2K	Buy	+14	New	+$1.64K	﹤0.01%	770

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

Disciplined Investments's RGLD Position: Q3 2023 in Review

Disciplined Investments sold out of Royal Gold (RGLD) in Q3 2023, closing a stake of 12 shares — an estimated $1.38K sold.

Disciplined Investments first reported a position in RGLD in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 410 funds tracked by Wall St. Rank hold RGLD as of Q3 2023.

Disciplined Investments reported no remaining Royal Gold position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 12 Royal Gold shares in Q3 2023, an estimated $1.38K.
Disciplined Investments first reported a position in Royal Gold in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Royal Gold position peaked at $2K in Q1 2022.
410 funds tracked by Wall St. Rank held Royal Gold as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.