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Lake Point Wealth Management’s Royal Gold RGLD Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-200
Closed -$17K – 826
2018
Q4 		$17K Buy
+200
New +$15.4K 0.01% 374

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's RGLD Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Royal Gold (RGLD) in Q1 2019, closing a stake of 200 shares — an estimated $17K sold.

Lake Point Wealth Management first reported a position in RGLD in Q4 2018 and held it in 1 quarter. The position peaked at $17K in Q4 2018. 345 funds tracked by Wall St. Rank hold RGLD as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Royal Gold position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 200 Royal Gold shares in Q1 2019, an estimated $17K.
  • Lake Point Wealth Management first reported a position in Royal Gold in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Royal Gold position peaked at $17K in Q4 2018.
  • 345 funds tracked by Wall St. Rank held Royal Gold as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.