Compass Financial Management
RING icon

Compass Financial Management’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Compass Financial 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
2026
Q3 		$23K Hold
300
– – ﹤0.01% 918
2026
Q2 		$20.1K Buy
+300
New +$23K ﹤0.01% 894

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LPL Financial
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Principal Financial Group
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Compass Financial Management's RING Position: Q3 2026 in Review

Compass Financial Management held its iShares MSCI Global Gold Miners ETF (RING) position steady in Q3 2026 at 300 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Compass Financial Management first reported a position in RING in Q2 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold RING as of Q3 2026.

  • Compass Financial Management held 300 shares of iShares MSCI Global Gold Miners ETF worth $23K as of Q3 2026.
  • Compass Financial Management left its iShares MSCI Global Gold Miners ETF share count unchanged in Q3 2026.
  • iShares MSCI Global Gold Miners ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #918 holding.
  • Compass Financial Management first reported a position in iShares MSCI Global Gold Miners ETF in Q2 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.