United Capital Financial Advisors’s Royal Gold RGLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$625K Buy
+2,454
New +$652K ﹤0.01% 960
2023
Q2
Sell
-5,543
Closed -$719K 959
2023
Q1
$719K Sell
5,543
-909
-14% -$112K ﹤0.01% 654
2022
Q4
$727K Sell
6,452
-2,979
-32% -$307K ﹤0.01% 689
2022
Q3
$885K Sell
9,431
-1,976
-17% -$196K 0.01% 639
2022
Q2
$1.22M Buy
11,407
+68
+0.6% +$8.41K 0.01% 598
2022
Q1
$1.6M Buy
11,339
+8
+0.1% +$935 0.01% 564
2021
Q4
$1.19M Sell
11,331
-1,226
-10% -$124K 0.01% 642
2021
Q3
$1.2M Sell
12,557
-7
-0.1% -$784 0.01% 627
2021
Q2
$1.43M Buy
12,564
+1
+0% +$118 0.01% 614
2021
Q1
$1.35M Sell
12,563
-2,533
-17% -$270K 0.01% 593
2020
Q4
$1.61M Sell
15,096
-2,266
-13% -$262K 0.01% 556
2020
Q3
$2.09M Sell
17,362
-521
-3% -$68.4K 0.01% 487
2020
Q2
$2.22M Buy
17,883
+200
+1% +$24.2K 0.02% 494
2020
Q1
$1.55M Buy
17,683
+507
+3% +$52.3K 0.01% 546
2019
Q4
$2.1M Buy
17,176
+2,638
+18% +$312K 0.01% 598
2019
Q3
$1.79M Buy
14,538
+2,934
+25% +$357K 0.01% 612
2019
Q2
$1.18M Buy
+11,604
New +$1.05M 0.01% 760

Other funds holding RGLD