Portside Wealth Group’s Royal Gold RGLD Stock Holding History

Portside Wealth Group’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 Q2	–	Sell	-4,090	Closed	-$498K	–	391
2024 Q1	$498K	Sell	4,090 -1,535	-27%	-$173K	0.09%	217
2023 Q4	$680K	Sell	5,625 -556	-9%	-$62.8K	0.13%	174
2023 Q3	$658K	Buy	6,181 +504	+9%	+$57.3K	0.12%	161
2023 Q2	$652K	Buy	+5,677	New	+$730K	0.12%	169

Other funds holding RGLD

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

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

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

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

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

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

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Portside Wealth Group's RGLD Position: Q2 2024 in Review

Portside Wealth Group sold out of Royal Gold (RGLD) in Q2 2024, closing a stake of 4,090 shares — an estimated $498K sold.

Portside Wealth Group first reported a position in RGLD in Q2 2023 and held it in 4 quarters. The position peaked at $680K in Q4 2023. 461 funds tracked by Wall St. Rank hold RGLD as of Q2 2024.

Portside Wealth Group reported no remaining Royal Gold position as of Q2 2024 after selling out during the quarter.
Portside Wealth Group sold 4,090 Royal Gold shares in Q2 2024, an estimated $498K.
Portside Wealth Group first reported a position in Royal Gold in Q2 2023 and held it in 4 quarters.
Portside Wealth Group's Royal Gold position peaked at $680K in Q4 2023.
461 funds tracked by Wall St. Rank held Royal Gold as of Q2 2024.

Based on Portside Wealth Group's 13F filing for Q2 2024, filed 18 Jul 2024.