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Transform Wealth’s Royal Gold RGLD Stock Holding History

Transform Wealth’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
2017
Q2 		– Sell
-6,901
Closed -$483K – 138
2017
Q1 		$483K Sell
6,901
-351
-5% -$23.8K 0.18% 152
2016
Q4 		$459K Buy
7,252
+1,852
+34% +$126K 0.18% 155
2016
Q3 		$418K Sell
5,400
-1,852
-26% -$149K 0.18% 150
2016
Q2 		$522K Buy
+7,252
New +$431K 0.22% 135

Other funds holding RGLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $630M AUM 12.48% 1-Year Est. Return

Transform Wealth's RGLD Position: Q2 2017 in Review

Transform Wealth sold out of Royal Gold (RGLD) in Q2 2017, closing a stake of 6,901 shares — an estimated $483K sold.

Transform Wealth first reported a position in RGLD in Q2 2016 and held it in 4 quarters. The position peaked at $522K in Q2 2016. 269 funds tracked by Wall St. Rank hold RGLD as of Q2 2017.

  • Transform Wealth reported no remaining Royal Gold position as of Q2 2017 after selling out during the quarter.
  • Transform Wealth sold 6,901 Royal Gold shares in Q2 2017, an estimated $483K.
  • Transform Wealth first reported a position in Royal Gold in Q2 2016 and held it in 4 quarters.
  • Transform Wealth's Royal Gold position peaked at $522K in Q2 2016.
  • 269 funds tracked by Wall St. Rank held Royal Gold as of Q2 2017.

Based on Transform Wealth's 13F filing for Q2 2017, filed 2 Aug 2017.