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Kore Private Wealth’s Royal Gold RGLD Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-141
Closed -$17K – 895
2020
Q2 		$17K Hold
141
– – ﹤0.01% 688
2020
Q1 		$12K Hold
141
– – ﹤0.01% 668
2019
Q4 		$17K Buy
+141
New +$16.7K ﹤0.01% 657
2019
Q2 		– Sell
-141
Closed -$13K – 658
2019
Q1 		$13K Hold
141
– – ﹤0.01% 569
2018
Q4 		$12K Buy
+141
New +$10.9K ﹤0.01% 551

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kore Private Wealth's RGLD Position: Q3 2020 in Review

Kore Private Wealth sold out of Royal Gold (RGLD) in Q3 2020, closing a stake of 141 shares — an estimated $17K sold.

Kore Private Wealth first reported a position in RGLD in Q4 2018 and held it in 5 quarters. The position peaked at $17K in Q2 2020. 385 funds tracked by Wall St. Rank hold RGLD as of Q3 2020.

  • Kore Private Wealth reported no remaining Royal Gold position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 141 Royal Gold shares in Q3 2020, an estimated $17K.
  • Kore Private Wealth first reported a position in Royal Gold in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Royal Gold position peaked at $17K in Q2 2020.
  • 385 funds tracked by Wall St. Rank held Royal Gold as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.