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Golden State Wealth Management’s Royal Gold RGLD Stock Holding History

Golden State 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
2020
Q2 		– Sell
-150
Closed -$13K – 735
2020
Q1 		$13K Buy
+150
New +$15.5K 0.01% 575
2019
Q4 		– Sell
-150
Closed -$18K – 727
2019
Q3 		$18K Hold
150
– – 0.01% 637
2019
Q2 		$15K Hold
150
– – ﹤0.01% 673
2019
Q1 		$14K Buy
+150
New +$13.1K ﹤0.01% 708

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Golden State Wealth Management's RGLD Position: Q2 2020 in Review

Golden State Wealth Management sold out of Royal Gold (RGLD) in Q2 2020, closing a stake of 150 shares — an estimated $13K sold.

Golden State Wealth Management first reported a position in RGLD in Q1 2019 and held it in 4 quarters. The position peaked at $18K in Q3 2019. 396 funds tracked by Wall St. Rank hold RGLD as of Q2 2020.

  • Golden State Wealth Management reported no remaining Royal Gold position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 150 Royal Gold shares in Q2 2020, an estimated $13K.
  • Golden State Wealth Management first reported a position in Royal Gold in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Royal Gold position peaked at $18K in Q3 2019.
  • 396 funds tracked by Wall St. Rank held Royal Gold as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.