Guardian Wealth Advisors (North Carolina)’s Royal Gold RGLD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024 Q4	–	Sell	-3,761	Closed	-$528K	–	530
2024 Q3	$528K	Buy	3,761 +42	+1%	+$5.75K	0.06%	158
2024 Q2	$465K	Sell	3,719 -66	-2%	-$8.24K	0.05%	166
2024 Q1	$461K	Sell	3,785 -215	-5%	-$24.3K	0.06%	165
2023 Q4	$484K	Buy	4,000 +166	+4%	+$18.8K	0.07%	138
2023 Q3	$408K	Buy	3,834 +85	+2%	+$9.66K	0.07%	143
2023 Q2	$430K	Buy	+3,749	New	+$482K	0.07%	141

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s RGLD Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Royal Gold (RGLD) in Q4 2024, closing a stake of 3,761 shares — an estimated $528K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in RGLD in Q2 2023 and held it in 6 quarters. The position peaked at $528K in Q3 2024. 517 funds tracked by Wall St. Rank hold RGLD as of Q4 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Royal Gold position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 3,761 Royal Gold shares in Q4 2024, an estimated $528K.
Guardian Wealth Advisors (North Carolina) first reported a position in Royal Gold in Q2 2023 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s Royal Gold position peaked at $528K in Q3 2024.
517 funds tracked by Wall St. Rank held Royal Gold as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.