Liberty Wealth Management’s Royal Gold RGLD Stock Holding History

Liberty 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
2021 Q4	–	Sell	-109	Closed	-$10K	–	884
2021 Q3	$10K	Hold	109	–	–	﹤0.01%	821
2021 Q2	$12K	Buy	109 +1	+0.9%	+$118	﹤0.01%	616
2021 Q1	$11K	Hold	108	–	–	0.01%	579
2020 Q4	$11K	Sell	108 -116	-52%	-$13.4K	0.01%	574
2020 Q3	$27K	Buy	224 +1	+0.4%	+$131	0.02%	352
2020 Q2	$28K	Hold	223	–	–	0.02%	329
2020 Q1	$20K	Buy	223 +1	+0.5%	+$103	0.02%	357
2019 Q4	$27K	Buy	222 +1	+0.5%	+$118	0.02%	362
2019 Q3	$27K	Buy	221 +115	+108%	+$14K	0.03%	344
2019 Q2	$11K	Hold	106	–	–	0.01%	508
2019 Q1	$9K	Buy	106 +1	+1%	+$87	0.01%	456
2018 Q4	$9K	Buy	+105	New	+$8.08K	0.01%	453

Other funds holding RGLD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's RGLD Position: Q4 2021 in Review

Liberty Wealth Management sold out of Royal Gold (RGLD) in Q4 2021, closing a stake of 109 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in RGLD in Q4 2018 and held it in 12 quarters. The position peaked at $28K in Q2 2020. 391 funds tracked by Wall St. Rank hold RGLD as of Q4 2021.

Liberty Wealth Management reported no remaining Royal Gold position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 109 Royal Gold shares in Q4 2021, an estimated $10K.
Liberty Wealth Management first reported a position in Royal Gold in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Royal Gold position peaked at $28K in Q2 2020.
391 funds tracked by Wall St. Rank held Royal Gold as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.