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WR Wealth Planners’s Royal Gold RGLD Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-150
Closed -$21K – 1173
2024
Q3 		$21K Hold
150
– – 0.01% 472
2024
Q2 		$18.8K Hold
150
– – 0.01% 454
2024
Q1 		$18.3K Buy
+150
New +$16.9K 0.01% 470
2023
Q4 		– Sell
-150
Closed -$15.9K – 702
2023
Q3 		$15.9K Hold
150
– – 0.01% 464
2023
Q2 		$17.2K Hold
150
– – 0.01% 457
2023
Q1 		$19.5K Hold
150
– – 0.01% 435
2022
Q4 		$16.9K Hold
150
– – 0.01% 225
2022
Q3 		$14.1K Hold
150
– – 0.01% 229
2022
Q2 		$16K Hold
150
– – 0.01% 246
2022
Q1 		$21.2K Buy
+150
New +$17.5K 0.01% 227

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WR Wealth Planners's RGLD Position: Q4 2024 in Review

WR Wealth Planners sold out of Royal Gold (RGLD) in Q4 2024, closing a stake of 150 shares — an estimated $21K sold.

WR Wealth Planners first reported a position in RGLD in Q1 2022 and held it in 10 quarters. The position peaked at $21.2K in Q1 2022. 518 funds tracked by Wall St. Rank hold RGLD as of Q4 2024.

  • WR Wealth Planners reported no remaining Royal Gold position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 150 Royal Gold shares in Q4 2024, an estimated $21K.
  • WR Wealth Planners first reported a position in Royal Gold in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's Royal Gold position peaked at $21.2K in Q1 2022.
  • 518 funds tracked by Wall St. Rank held Royal Gold as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.