CWM
RING icon

Castle Wealth Management’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Castle Wealth Management’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
2024
Q1 		– Sell
-10,266
Closed -$252K – 125
2023
Q4 		$252K Buy
+10,266
New +$235K 0.15% 103

Other funds holding RING

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Castle Wealth Management's RING Position: Q1 2024 in Review

Castle Wealth Management sold out of iShares MSCI Global Gold Miners ETF (RING) in Q1 2024, closing a stake of 10,266 shares — an estimated $252K sold.

Castle Wealth Management first reported a position in RING in Q4 2023 and held it in 1 quarter. The position peaked at $252K in Q4 2023. 81 funds tracked by Wall St. Rank hold RING as of Q1 2024.

  • Castle Wealth Management reported no remaining iShares MSCI Global Gold Miners ETF position as of Q1 2024 after selling out during the quarter.
  • Castle Wealth Management sold 10,266 iShares MSCI Global Gold Miners ETF shares in Q1 2024, an estimated $252K.
  • Castle Wealth Management first reported a position in iShares MSCI Global Gold Miners ETF in Q4 2023 and held it in 1 quarter.
  • Castle Wealth Management's iShares MSCI Global Gold Miners ETF position peaked at $252K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q1 2024.

Based on Castle Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.