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Gupta Wealth Management’s Royal Gold RGLD Stock Holding History

Gupta 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
2016
Q1 		$26K Sell
500
-50
-9% -$2.04K 0.01% 596
2015
Q4 		$20K Sell
550
-50
-8% -$2.09K 0.01% 665
2015
Q3 		$28K Hold
600
– – 0.01% 598
2015
Q2 		$37K Hold
600
– – 0.01% 540
2015
Q1 		$38K Buy
+600
New +$41.2K 0.01% 450

Other funds holding RGLD

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 $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $630M AUM 12.48% 1-Year Est. Return

Gupta Wealth Management's RGLD Position: Q1 2016 in Review

Gupta Wealth Management reduced its Royal Gold (RGLD) stake by 9.1% in Q1 2016, selling an estimated $2.04K and leaving 500 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #596.

Gupta Wealth Management first reported a position in RGLD in Q1 2015 and has held it in 5 quarters since. The position peaked at $38K in Q1 2015. 246 funds tracked by Wall St. Rank hold RGLD as of Q1 2016.

  • Gupta Wealth Management held 500 shares of Royal Gold worth $26K as of Q1 2016.
  • Gupta Wealth Management sold 50 Royal Gold shares in Q1 2016, an estimated $2.04K.
  • Royal Gold made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #596 holding.
  • Gupta Wealth Management first reported a position in Royal Gold in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Royal Gold position peaked at $38K in Q1 2015.
  • 246 funds tracked by Wall St. Rank held Royal Gold as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.