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Wealthspire Advisors (Maryland)’s Royal Gold RGLD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,179
Closed -$107K – 1660
2019
Q1 		$107K Sell
1,179
-98
-8% -$8.56K 0.01% 618
2018
Q4 		$109K Buy
1,277
+110
+9% +$8.47K 0.01% 577
2018
Q3 		$90K Sell
1,167
-34
-3% -$2.8K 0.01% 737
2018
Q2 		$112K Buy
1,201
+38
+3% +$3.4K 0.01% 662
2018
Q1 		$100K Sell
1,163
-7
-0.6% -$590 0.01% 713
2017
Q4 		$96K Buy
1,170
+106
+10% +$9.08K 0.01% 729
2017
Q3 		$92K Sell
1,064
-8
-0.7% -$693 0.01% 748
2017
Q2 		$84K Buy
1,072
+232
+28% +$17.5K 0.01% 756
2017
Q1 		$59K Hold
840
– – 0.01% 763
2016
Q4 		$53K Sell
840
-13
-2% -$885 0.01% 753
2016
Q3 		$66K Buy
853
+13
+2% +$1.04K 0.01% 707
2016
Q2 		$60K Buy
840
+3
+0.4% +$178 0.01% 689
2016
Q1 		$43K Buy
837
+67
+9% +$2.73K 0.01% 741
2015
Q4 		$28K Buy
+770
New +$32.2K 0.01% 872

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RGLD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Royal Gold (RGLD) in Q2 2019, closing a stake of 1,179 shares — an estimated $107K sold.

Wealthspire Advisors (Maryland) first reported a position in RGLD in Q4 2015 and held it in 14 quarters. The position peaked at $112K in Q2 2018. 339 funds tracked by Wall St. Rank hold RGLD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Royal Gold position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,179 Royal Gold shares in Q2 2019, an estimated $107K.
  • Wealthspire Advisors (Maryland) first reported a position in Royal Gold in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Royal Gold position peaked at $112K in Q2 2018.
  • 339 funds tracked by Wall St. Rank held Royal Gold as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.