Winch Advisory Services’s Royal Gold RGLD Stock Holding History

Winch Advisory Services’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
2021 Q1	–	Sell	-25	Closed	-$3K	–	467
2020 Q4	$3K	Hold	25	–	–	﹤0.01%	350
2020 Q3	$3K	Buy	+25	New	+$3.28K	﹤0.01%	308
2020 Q1	–	Sell	-91	Closed	-$11K	–	374
2019 Q4	$11K	Hold	91	–	–	0.01%	202
2019 Q3	$11K	Hold	91	–	–	0.01%	187
2019 Q2	$9K	Hold	91	–	–	﹤0.01%	212
2019 Q1	$8K	Hold	91	–	–	﹤0.01%	219
2018 Q4	$8K	Hold	91	–	–	﹤0.01%	194
2018 Q3	$7K	Hold	91	–	–	﹤0.01%	208
2018 Q2	$8K	Hold	91	–	–	﹤0.01%	207
2018 Q1	$8K	Hold	91	–	–	﹤0.01%	202
2017 Q4	$7K	Hold	91	–	–	﹤0.01%	200
2017 Q3	$8K	Hold	91	–	–	0.01%	180
2017 Q2	$7K	Hold	91	–	–	﹤0.01%	208
2017 Q1	$6K	Hold	91	–	–	﹤0.01%	200
2016 Q4	$6K	Hold	91	–	–	﹤0.01%	179
2016 Q3	$7K	Hold	91	–	–	0.01%	178
2016 Q2	$7K	Buy	+91	New	+$5.41K	0.01%	171
2015 Q2	–	Sell	-435	Closed	-$27K	–	336
2015 Q1	$27K	Buy	+435	New	+$29.9K	0.02%	107
2014 Q4	–	Sell	-518	Closed	-$34K	–	153
2014 Q3	$34K	Buy	518 +1	+0.2%	+$75	0.02%	87
2014 Q2	$39K	Buy	517 +2	+0.4%	+$132	0.02%	96
2014 Q1	$32K	Buy	+515	New	+$31.7K	0.02%	123

Other funds holding RGLD

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winch Advisory Services's RGLD Position: Q1 2021 in Review

Winch Advisory Services sold out of Royal Gold (RGLD) in Q1 2021, closing a stake of 25 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in RGLD in Q1 2014 and held it in 21 quarters. The position peaked at $39K in Q2 2014. 354 funds tracked by Wall St. Rank hold RGLD as of Q1 2021.

Winch Advisory Services reported no remaining Royal Gold position as of Q1 2021 after selling out during the quarter.
Winch Advisory Services sold 25 Royal Gold shares in Q1 2021, an estimated $3K.
Winch Advisory Services first reported a position in Royal Gold in Q1 2014 and held it in 21 quarters.
Winch Advisory Services's Royal Gold position peaked at $39K in Q2 2014.
354 funds tracked by Wall St. Rank held Royal Gold as of Q1 2021.

Based on Winch Advisory Services's 13F filing for Q1 2021, filed 3 May 2021.