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Wambolt & Associates’s Royal Gold RGLD Stock Holding History

Wambolt & Associates’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
2025
Q1 		– Sell
-1,762
Closed -$232K – 182
2024
Q4 		$232K Hold
1,762
– – 0.07% 173
2024
Q3 		$250K Buy
+1,762
New +$241K 0.07% 180

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wambolt & Associates's RGLD Position: Q1 2025 in Review

Wambolt & Associates sold out of Royal Gold (RGLD) in Q1 2025, closing a stake of 1,762 shares — an estimated $232K sold.

Wambolt & Associates first reported a position in RGLD in Q3 2024 and held it in 2 quarters. The position peaked at $250K in Q3 2024. 560 funds tracked by Wall St. Rank hold RGLD as of Q1 2025.

  • Wambolt & Associates reported no remaining Royal Gold position as of Q1 2025 after selling out during the quarter.
  • Wambolt & Associates sold 1,762 Royal Gold shares in Q1 2025, an estimated $232K.
  • Wambolt & Associates first reported a position in Royal Gold in Q3 2024 and held it in 2 quarters.
  • Wambolt & Associates's Royal Gold position peaked at $250K in Q3 2024.
  • 560 funds tracked by Wall St. Rank held Royal Gold as of Q1 2025.

Based on Wambolt & Associates's 13F filing for Q1 2025, filed 12 May 2025.