Squar Milner Financial Services’s Royal Gold RGLD Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-5,272	Closed	-$655K	–	154
2020 Q2	$655K	Sell	5,272 -486	-8%	-$58.7K	0.37%	73
2020 Q1	$505K	Buy	5,758 +1,482	+35%	+$153K	0.3%	68
2019 Q4	$522K	Sell	4,276 -1,580	-27%	-$187K	0.26%	83
2019 Q3	$704K	Buy	5,856 +2,508	+75%	+$305K	0.36%	73
2019 Q2	$343K	Buy	3,348 +622	+23%	+$56K	0.23%	102
2019 Q1	$247K	Buy	2,726 +30	+1%	+$2.62K	0.18%	138
2018 Q4	$231K	Hold	2,696	–	–	0.22%	113
2018 Q3	$208K	Buy	2,696 +792	+42%	+$65.2K	0.19%	146
2018 Q2	$177K	Sell	1,904 -445	-19%	-$39.8K	0.16%	178
2018 Q1	$202K	Sell	2,349 -90	-4%	-$7.59K	0.26%	153
2017 Q4	$212K	Buy	+2,439	New	+$209K	0.26%	143

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Squar Milner Financial Services's RGLD Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Royal Gold (RGLD) in Q3 2020, closing a stake of 5,272 shares — an estimated $655K sold.

Squar Milner Financial Services first reported a position in RGLD in Q4 2017 and held it in 11 quarters. The position peaked at $704K in Q3 2019. 385 funds tracked by Wall St. Rank hold RGLD as of Q3 2020.

Squar Milner Financial Services reported no remaining Royal Gold position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,272 Royal Gold shares in Q3 2020, an estimated $655K.
Squar Milner Financial Services first reported a position in Royal Gold in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Royal Gold position peaked at $704K in Q3 2019.
385 funds tracked by Wall St. Rank held Royal Gold as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.