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WAM
Wealthspire Advisors (Maryland)’s
Royal Gold
RGLD
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
RGLD Stock Details
RGLD Fund Activity
Bought
Maintained
Sold
Shares
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
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$530B AUM
22.01%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
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$871B AUM
31.28%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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