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Simplicity Solutions’s Royal Gold RGLD Stock Holding History

Simplicity 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
2023
Q4 		– Sell
-9,462
Closed -$1.01M – 1095
2023
Q3 		$1.01M Sell
9,462
-761
-7% -$86.5K 0.03% 412
2023
Q2 		$1.17M Buy
10,223
+2,629
+35% +$338K 0.03% 426
2023
Q1 		$985K Buy
+7,594
New +$936K 0.03% 492
2020
Q4 		– Sell
-2,070
Closed -$249K – 978
2020
Q3 		$249K Sell
2,070
-228
-10% -$29.9K ﹤0.01% 767
2020
Q2 		$286K Buy
+2,298
New +$278K 0.01% 738

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Simplicity Solutions's RGLD Position: Q4 2023 in Review

Simplicity Solutions sold out of Royal Gold (RGLD) in Q4 2023, closing a stake of 9,462 shares — an estimated $1.01M sold.

Simplicity Solutions first reported a position in RGLD in Q2 2020 and held it in 5 quarters. The position peaked at $1.17M in Q2 2023. 436 funds tracked by Wall St. Rank hold RGLD as of Q4 2023.

  • Simplicity Solutions reported no remaining Royal Gold position as of Q4 2023 after selling out during the quarter.
  • Simplicity Solutions sold 9,462 Royal Gold shares in Q4 2023, an estimated $1.01M.
  • Simplicity Solutions first reported a position in Royal Gold in Q2 2020 and held it in 5 quarters.
  • Simplicity Solutions's Royal Gold position peaked at $1.17M in Q2 2023.
  • 436 funds tracked by Wall St. Rank held Royal Gold as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.