Principle Wealth Partners’s Royal Gold RGLD Stock Holding History

Principle 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
2021 Q4	–	Sell	-4,040	Closed	-$386K	–	327
2021 Q3	$386K	Buy	4,040 +28	+0.7%	+$3.14K	0.04%	225
2021 Q2	$458K	Buy	4,012 +8	+0.2%	+$943	0.05%	209
2021 Q1	$431K	Buy	4,004 +65	+2%	+$6.93K	0.05%	208
2020 Q4	$419K	Buy	+3,939	New	+$455K	0.06%	193

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

Principle Wealth Partners's RGLD Position: Q4 2021 in Review

Principle Wealth Partners sold out of Royal Gold (RGLD) in Q4 2021, closing a stake of 4,040 shares — an estimated $386K sold.

Principle Wealth Partners first reported a position in RGLD in Q4 2020 and held it in 4 quarters. The position peaked at $458K in Q2 2021. 391 funds tracked by Wall St. Rank hold RGLD as of Q4 2021.

Principle Wealth Partners reported no remaining Royal Gold position as of Q4 2021 after selling out during the quarter.
Principle Wealth Partners sold 4,040 Royal Gold shares in Q4 2021, an estimated $386K.
Principle Wealth Partners first reported a position in Royal Gold in Q4 2020 and held it in 4 quarters.
Principle Wealth Partners's Royal Gold position peaked at $458K in Q2 2021.
391 funds tracked by Wall St. Rank held Royal Gold as of Q4 2021.

Based on Principle Wealth Partners's 13F filing for Q4 2021, filed 11 Feb 2022.