Planned Solutions’s Royal Gold RGLD Stock Holding History

Planned Solutions’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 Q1	–	Sell	-450	Closed	-$48K	–	327
2020 Q4	$48K	Buy	+450	New	+$52K	0.04%	208

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planned Solutions's RGLD Position: Q1 2021 in Review

Planned Solutions sold out of Royal Gold (RGLD) in Q1 2021, closing a stake of 450 shares — an estimated $48K sold.

Planned Solutions first reported a position in RGLD in Q4 2020 and held it in 1 quarter. The position peaked at $48K in Q4 2020. 353 funds tracked by Wall St. Rank hold RGLD as of Q1 2021.

Planned Solutions reported no remaining Royal Gold position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 450 Royal Gold shares in Q1 2021, an estimated $48K.
Planned Solutions first reported a position in Royal Gold in Q4 2020 and held it in 1 quarter.
Planned Solutions's Royal Gold position peaked at $48K in Q4 2020.
353 funds tracked by Wall St. Rank held Royal Gold as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.