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Legacy Financial Advisors’s Royal Gold RGLD Stock Holding History

Legacy Financial 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
Q4 		– Sell
-7,018
Closed -$865K – 117
2019
Q3 		$865K Sell
7,018
-2,530
-26% -$308K 0.29% 35
2019
Q2 		$979K Sell
9,548
-215
-2% -$19.4K 0.35% 29
2019
Q1 		$888K Sell
9,763
-3,375
-26% -$295K 0.3% 33
2018
Q4 		$1.13M Buy
13,138
+888
+7% +$68.4K 0.44% 23
2018
Q3 		$943K Buy
12,250
+2,187
+22% +$180K 0.34% 32
2018
Q2 		$914K Sell
10,063
-750
-7% -$67.1K 0.35% 27
2018
Q1 		$945K Buy
10,813
+2,580
+31% +$217K 0.38% 22
2017
Q4 		$676K Buy
+8,233
New +$705K 0.28% 31

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Advisors's RGLD Position: Q4 2019 in Review

Legacy Financial Advisors sold out of Royal Gold (RGLD) in Q4 2019, closing a stake of 7,018 shares — an estimated $865K sold.

Legacy Financial Advisors first reported a position in RGLD in Q4 2017 and held it in 8 quarters. The position peaked at $1.13M in Q4 2018. 401 funds tracked by Wall St. Rank hold RGLD as of Q4 2019.

  • Legacy Financial Advisors reported no remaining Royal Gold position as of Q4 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 7,018 Royal Gold shares in Q4 2019, an estimated $865K.
  • Legacy Financial Advisors first reported a position in Royal Gold in Q4 2017 and held it in 8 quarters.
  • Legacy Financial Advisors's Royal Gold position peaked at $1.13M in Q4 2018.
  • 401 funds tracked by Wall St. Rank held Royal Gold as of Q4 2019.

Based on Legacy Financial Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.