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LGT Financial Advisors’s Royal Gold RGLD Stock Holding History

LGT 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
2025
Q1 		– Sell
-140
Closed -$18.5K – 631
2024
Q4 		$18.5K Hold
140
– – 0.04% 326
2024
Q3 		$19.6K Hold
140
– – 0.05% 284
2024
Q2 		$17.5K Hold
140
– – 0.04% 336
2024
Q1 		$17.1K Sell
140
-1,309
-90% -$148K 0.02% 389
2023
Q4 		$175K Buy
1,449
+13
+0.9% +$1.47K 0.21% 111
2023
Q3 		$153K Buy
+1,436
New +$163K 0.19% 116

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Financial Advisors's RGLD Position: Q1 2025 in Review

LGT Financial Advisors sold out of Royal Gold (RGLD) in Q1 2025, closing a stake of 140 shares — an estimated $18.5K sold.

LGT Financial Advisors first reported a position in RGLD in Q3 2023 and held it in 6 quarters. The position peaked at $175K in Q4 2023. 559 funds tracked by Wall St. Rank hold RGLD as of Q1 2025.

  • LGT Financial Advisors reported no remaining Royal Gold position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 140 Royal Gold shares in Q1 2025, an estimated $18.5K.
  • LGT Financial Advisors first reported a position in Royal Gold in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Royal Gold position peaked at $175K in Q4 2023.
  • 559 funds tracked by Wall St. Rank held Royal Gold as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.