WFG Advisors’s Royal Gold RGLD Stock Holding History

WFG Advisors’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	$411K	Sell	5,252 -36	-0.7%	-$2.71K	0.09%	227
2017 Q1	$370K	Sell	5,288 -1,385	-21%	-$93.9K	0.1%	221
2016 Q4	$423K	Buy	6,673 +1,984	+42%	+$135K	0.1%	226
2016 Q3	$363K	Buy	4,689 +312	+7%	+$25.1K	0.09%	226
2016 Q2	$315K	Buy	4,377 +3,877	+775%	+$231K	0.08%	231
2016 Q1	$26K	Buy	500 +467	+1,415%	+$19K	0.01%	827
2015 Q4	$1K	Hold	33	–	–	﹤0.01%	1486
2015 Q3	$2K	Hold	33	–	–	﹤0.01%	1429
2015 Q2	$2K	Hold	33	–	–	﹤0.01%	1497
2015 Q1	$2K	Hold	33	–	–	﹤0.01%	1559
2014 Q4	$2K	Sell	33 -50	-60%	-$3.28K	﹤0.01%	1867
2014 Q3	$5K	Hold	83	–	–	﹤0.01%	1672
2014 Q2	$6K	Hold	83	–	–	﹤0.01%	1618
2014 Q1	$5K	Sell	83 -2,651	-97%	-$163K	﹤0.01%	1627
2013 Q4	$126K	Buy	2,734 +1,034	+61%	+$48.8K	0.02%	654
2013 Q3	$83K	Buy	1,700 +1,650	+3,300%	+$85.6K	0.01%	759
2013 Q2	$2K	Buy	+50	New	+$2.71K	﹤0.01%	1864

Other funds holding RGLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

WFG Advisors's RGLD Position: Q2 2017 in Review

WFG Advisors reduced its Royal Gold (RGLD) stake by 0.68% in Q2 2017, selling an estimated $2.71K and leaving 5,252 shares worth $411K. The position accounts for 0.09% of the portfolio, ranked #227.

WFG Advisors first reported a position in RGLD in Q2 2013 and has held it in 17 quarters since. The position peaked at $423K in Q4 2016. 269 funds tracked by Wall St. Rank hold RGLD as of Q2 2017.

WFG Advisors held 5,252 shares of Royal Gold worth $411K as of Q2 2017.
WFG Advisors sold 36 Royal Gold shares in Q2 2017, an estimated $2.71K.
Royal Gold made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #227 holding.
WFG Advisors first reported a position in Royal Gold in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Royal Gold position peaked at $423K in Q4 2016.
269 funds tracked by Wall St. Rank held Royal Gold as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.