Peak Asset Management’s Royal Gold RGLD Stock Holding History

Peak Asset 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
2024 Q3	–	Sell	-5,814	Closed	-$728K	–	152
2024 Q2	$728K	Sell	5,814 -2,248	-28%	-$281K	0.14%	81
2024 Q1	$982K	Hold	8,062	–	–	0.19%	75
2023 Q4	$975K	Hold	8,062	–	–	0.21%	71
2023 Q3	$857K	Hold	8,062	–	–	0.21%	76
2023 Q2	$925K	Hold	8,062	–	–	0.21%	74
2023 Q1	$1.05M	Hold	8,062	–	–	0.26%	70
2022 Q4	$909K	Hold	8,062	–	–	0.24%	69
2022 Q3	$756K	Hold	8,062	–	–	0.22%	73
2022 Q2	$861K	Buy	+8,062	New	+$997K	0.24%	73
2017 Q4	–	Sell	-21,072	Closed	-$1.81M	–	140
2017 Q3	$1.81M	Buy	21,072 +872	+4%	+$75.5K	0.65%	33
2017 Q2	$1.58M	Hold	20,200	–	–	0.59%	39
2017 Q1	$1.42M	Hold	20,200	–	–	0.54%	45
2016 Q4	$1.28M	Buy	20,200 +200	+1%	+$13.6K	0.51%	48
2016 Q3	$1.55M	Hold	20,000	–	–	0.65%	41
2016 Q2	$1.44M	Hold	20,000	–	–	0.64%	42
2016 Q1	$1.03M	Hold	20,000	–	–	0.49%	45
2015 Q4	$729K	Buy	+20,000	New	+$835K	0.36%	51

Other funds holding RGLD

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Peak Asset Management's RGLD Position: Q3 2024 in Review

Peak Asset Management sold out of Royal Gold (RGLD) in Q3 2024, closing a stake of 5,814 shares — an estimated $728K sold.

Peak Asset Management first reported a position in RGLD in Q4 2015 and held it in 17 quarters. The position peaked at $1.81M in Q3 2017. 481 funds tracked by Wall St. Rank hold RGLD as of Q3 2024.

Peak Asset Management reported no remaining Royal Gold position as of Q3 2024 after selling out during the quarter.
Peak Asset Management sold 5,814 Royal Gold shares in Q3 2024, an estimated $728K.
Peak Asset Management first reported a position in Royal Gold in Q4 2015 and held it in 17 quarters.
Peak Asset Management's Royal Gold position peaked at $1.81M in Q3 2017.
481 funds tracked by Wall St. Rank held Royal Gold as of Q3 2024.

Based on Peak Asset Management's 13F filing for Q3 2024, filed 6 Nov 2024.