Atria Wealth Solutions’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Atria Wealth Solutions’s Portfolio RING Stock Details RING Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,789	Closed	-$989K	–	1823
2025 Q1	$989K	Buy	25,789 +6,870	+36%	+$231K	0.01%	905
2024 Q4	$532K	Buy	+18,919	New	+$598K	0.01%	1248
2023 Q2	–	Sell	-140,217	Closed	-$3.53M	–	1971
2023 Q1	$3.53M	Buy	140,217 +7,336	+6%	+$173K	0.05%	361
2022 Q4	$2.97M	Sell	132,881 -10,639	-7%	-$219K	0.05%	386
2022 Q3	$2.69M	Buy	143,520 +44,703	+45%	+$875K	0.05%	382
2022 Q2	$2.15M	Buy	98,817 +50,173	+103%	+$1.36M	0.04%	420
2022 Q1	$1.51M	Buy	+48,644	New	+$1.37M	0.03%	570

Other funds holding RING

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's RING Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares MSCI Global Gold Miners ETF (RING) in Q2 2025, closing a stake of 25,789 shares — an estimated $989K sold.

Atria Wealth Solutions first reported a position in RING in Q1 2022 and held it in 7 quarters. The position peaked at $3.53M in Q1 2023. 166 funds tracked by Wall St. Rank hold RING as of Q2 2025.

Atria Wealth Solutions reported no remaining iShares MSCI Global Gold Miners ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 25,789 iShares MSCI Global Gold Miners ETF shares in Q2 2025, an estimated $989K.
Atria Wealth Solutions first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's iShares MSCI Global Gold Miners ETF position peaked at $3.53M in Q1 2023.
166 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.