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JP Morgan Private Wealth Advisors’s Royal Gold RGLD Stock Holding History

JP Morgan Private 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
2023
Q3 		$448K Buy
4,209
+76
+2% +$8.64K ﹤0.01% 1292
2023
Q2 		$474K Sell
4,133
-63
-2% -$8.11K ﹤0.01% 1055
2023
Q1 		$544K Buy
4,196
+581
+16% +$71.6K ﹤0.01% 1440
2022
Q4 		$407K Buy
3,615
+547
+18% +$56.4K ﹤0.01% 1550
2022
Q3 		$288K Buy
3,068
+331
+12% +$32.8K ﹤0.01% 1667
2022
Q2 		$292K Buy
2,737
+35
+1% +$4.33K ﹤0.01% 1664
2022
Q1 		$382K Buy
2,702
+367
+16% +$42.9K ﹤0.01% 1649
2021
Q4 		$246K Sell
2,335
-56
-2% -$5.65K ﹤0.01% 1833
2021
Q3 		$228K Buy
+2,391
New +$268K ﹤0.01% 1804
2021
Q1 		– Sell
-1,899
Closed -$202K – 1791
2020
Q4 		$202K Sell
1,899
-89
-4% -$10.3K ﹤0.01% 1648
2020
Q3 		$239K Buy
1,988
+47
+2% +$6.17K ﹤0.01% 1457
2020
Q2 		$241K Buy
+1,941
New +$234K ﹤0.01% 1393
2020
Q1 		– Sell
-1,987
Closed -$243K – 1519
2019
Q4 		$243K Sell
1,987
-734
-27% -$86.8K ﹤0.01% 1323
2019
Q3 		$335K Sell
2,721
-394
-13% -$48K ﹤0.01% 1149
2019
Q2 		$319K Sell
3,115
-196
-6% -$17.7K ﹤0.01% 1127
2019
Q1 		$301K Sell
3,311
-241
-7% -$21.1K ﹤0.01% 1203
2018
Q4 		$304K Sell
3,552
-6,072
-63% -$467K ﹤0.01% 1167
2018
Q3 		$741K Buy
9,624
+1,378
+17% +$113K ﹤0.01% 931
2018
Q2 		$766K Sell
8,246
-1,048
-11% -$93.8K ﹤0.01% 861
2018
Q1 		$798K Buy
9,294
+1,269
+16% +$107K 0.01% 708
2017
Q4 		$659K Sell
8,025
-861
-10% -$73.8K ﹤0.01% 777
2017
Q3 		$764K Buy
8,886
+350
+4% +$30.3K 0.01% 707
2017
Q2 		$667K Buy
8,536
+26
+0.3% +$1.96K 0.01% 737
2017
Q1 		$596K Buy
8,510
+2,000
+31% +$136K ﹤0.01% 786
2016
Q4 		$412K Sell
6,510
-1,959
-23% -$133K ﹤0.01% 874
2016
Q3 		$656K Sell
8,469
-2,527
-23% -$203K 0.01% 699
2016
Q2 		$792K Buy
10,996
+1,227
+13% +$73K 0.01% 653
2016
Q1 		$501K Buy
+9,769
New +$398K ﹤0.01% 757

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RGLD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Royal Gold (RGLD) stake by 1.8% in Q3 2023, buying an estimated $8.64K and bringing the position to 4,209 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

JP Morgan Private Wealth Advisors first reported a position in RGLD in Q1 2016 and has held it in 28 quarters since. The position peaked at $798K in Q1 2018. 411 funds tracked by Wall St. Rank hold RGLD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,209 shares of Royal Gold worth $448K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 76 Royal Gold shares in Q3 2023, an estimated $8.64K.
  • Royal Gold made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1292 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Royal Gold in Q1 2016 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's Royal Gold position peaked at $798K in Q1 2018.
  • 411 funds tracked by Wall St. Rank held Royal Gold as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.