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Sterling Financial Planning’s Royal Gold RGLD Stock Holding History

Sterling Financial Planning’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
-448
Closed -$43K – 324
2021
Q3 		$43K Buy
448
+1
+0.2% +$112 0.03% 194
2021
Q2 		$51K Buy
447
+1
+0.2% +$118 0.03% 171
2021
Q1 		$48K Buy
446
+1
+0.2% +$107 0.03% 156
2020
Q4 		$47K Buy
+445
New +$51.4K 0.04% 151

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Financial Planning's RGLD Position: Q4 2021 in Review

Sterling Financial Planning sold out of Royal Gold (RGLD) in Q4 2021, closing a stake of 448 shares — an estimated $43K sold.

Sterling Financial Planning first reported a position in RGLD in Q4 2020 and held it in 4 quarters. The position peaked at $51K in Q2 2021. 391 funds tracked by Wall St. Rank hold RGLD as of Q4 2021.

  • Sterling Financial Planning reported no remaining Royal Gold position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 448 Royal Gold shares in Q4 2021, an estimated $43K.
  • Sterling Financial Planning first reported a position in Royal Gold in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Royal Gold position peaked at $51K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held Royal Gold as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.