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Genesis Wealth Advisors’s Royal Gold RGLD Stock Holding History

Genesis 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
2015
Q2 		$9.29K Hold
150
– – 0.01% 351
2015
Q1 		$10K Hold
150
– – 0.01% 347
2014
Q4 		$10.8K Buy
+150
New +$9.84K 0.01% 369

Other funds holding RGLD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Genesis Wealth Advisors's RGLD Position: Q2 2015 in Review

Genesis Wealth Advisors held its Royal Gold (RGLD) position steady in Q2 2015 at 150 shares worth $9.29K. The position accounts for 0.01% of the portfolio, ranked #351.

Genesis Wealth Advisors first reported a position in RGLD in Q4 2014 and has held it in 3 quarters since. The position peaked at $10.8K in Q4 2014. 248 funds tracked by Wall St. Rank hold RGLD as of Q2 2015.

  • Genesis Wealth Advisors held 150 shares of Royal Gold worth $9.29K as of Q2 2015.
  • Genesis Wealth Advisors left its Royal Gold share count unchanged in Q2 2015.
  • Royal Gold made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #351 holding.
  • Genesis Wealth Advisors first reported a position in Royal Gold in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Royal Gold position peaked at $10.8K in Q4 2014.
  • 248 funds tracked by Wall St. Rank held Royal Gold as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.