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Northstar Wealth Partners’s Royal Gold RGLD Stock Holding History

Northstar Wealth Partners’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 		$472K Buy
3,935
+1,436
+57% +$189K 0.22% 89
2020
Q2 		$310K Sell
2,499
-1,421
-36% -$172K 0.13% 137
2020
Q1 		$343K Buy
+3,920
New +$405K 0.17% 117

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

Northstar Wealth Partners's RGLD Position: Q3 2020 in Review

Northstar Wealth Partners increased its Royal Gold (RGLD) stake by 57% in Q3 2020, buying an estimated $189K and bringing the position to 3,935 shares worth $472K. The position accounts for 0.22% of the portfolio, ranked #89.

Northstar Wealth Partners first reported a position in RGLD in Q1 2020 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold RGLD as of Q3 2020.

  • Northstar Wealth Partners held 3,935 shares of Royal Gold worth $472K as of Q3 2020.
  • Northstar Wealth Partners bought 1,436 Royal Gold shares in Q3 2020, an estimated $189K.
  • Royal Gold made up 0.22% of Northstar Wealth Partners's portfolio in Q3 2020, its #89 holding.
  • Northstar Wealth Partners first reported a position in Royal Gold in Q1 2020 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held Royal Gold as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.