Private Wealth Partners’s Royal Gold RGLD Stock Holding History

Private 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 Q4	–	Sell	-2,200	Closed	-$264K	–	129
2020 Q3	$264K	Hold	2,200	–	–	0.03%	93
2020 Q2	$274K	Buy	+2,200	New	+$266K	0.04%	92
2020 Q1	–	Sell	-2,200	Closed	-$269K	–	136
2019 Q4	$269K	Hold	2,200	–	–	0.04%	110
2019 Q3	$271K	Sell	2,200 -3,000	-58%	-$365K	0.04%	101
2019 Q2	$533K	Hold	5,200	–	–	0.08%	86
2019 Q1	$473K	Buy	5,200 +1,700	+49%	+$148K	0.08%	89
2018 Q4	$300K	Hold	3,500	–	–	0.06%	84
2018 Q3	$270K	Hold	3,500	–	–	0.04%	106
2018 Q2	$325K	Hold	3,500	–	–	0.05%	102
2018 Q1	$301K	Hold	3,500	–	–	0.05%	106
2017 Q4	$287K	Buy	+3,500	New	+$300K	0.05%	113

Other funds holding RGLD

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

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

BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Private Wealth Partners's RGLD Position: Q4 2020 in Review

Private Wealth Partners sold out of Royal Gold (RGLD) in Q4 2020, closing a stake of 2,200 shares — an estimated $264K sold.

Private Wealth Partners first reported a position in RGLD in Q4 2017 and held it in 11 quarters. The position peaked at $533K in Q2 2019. 388 funds tracked by Wall St. Rank hold RGLD as of Q4 2020.

Private Wealth Partners reported no remaining Royal Gold position as of Q4 2020 after selling out during the quarter.
Private Wealth Partners sold 2,200 Royal Gold shares in Q4 2020, an estimated $264K.
Private Wealth Partners first reported a position in Royal Gold in Q4 2017 and held it in 11 quarters.
Private Wealth Partners's Royal Gold position peaked at $533K in Q2 2019.
388 funds tracked by Wall St. Rank held Royal Gold as of Q4 2020.

Based on Private Wealth Partners's 13F filing for Q4 2020, filed 3 Feb 2021.