Heritage Wealth Advisors’s Royal Gold RGLD Stock Holding History

Heritage 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
2019 Q2	–	Sell	-100	Closed	-$9.09K	–	479
2019 Q1	$9.09K	Hold	100	–	–	﹤0.01%	365
2018 Q4	$8K	Hold	100	–	–	﹤0.01%	323
2018 Q3	$7K	Buy	+100	New	+$8.23K	﹤0.01%	322

Other funds holding RGLD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Heritage Wealth Advisors's RGLD Position: Q2 2019 in Review

Heritage Wealth Advisors sold out of Royal Gold (RGLD) in Q2 2019, closing a stake of 100 shares — an estimated $9.09K sold.

Heritage Wealth Advisors first reported a position in RGLD in Q3 2018 and held it in 3 quarters. The position peaked at $9.09K in Q1 2019. 339 funds tracked by Wall St. Rank hold RGLD as of Q2 2019.

Heritage Wealth Advisors reported no remaining Royal Gold position as of Q2 2019 after selling out during the quarter.
Heritage Wealth Advisors sold 100 Royal Gold shares in Q2 2019, an estimated $9.09K.
Heritage Wealth Advisors first reported a position in Royal Gold in Q3 2018 and held it in 3 quarters.
Heritage Wealth Advisors's Royal Gold position peaked at $9.09K in Q1 2019.
339 funds tracked by Wall St. Rank held Royal Gold as of Q2 2019.

Based on Heritage Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.