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Concurrent Investment Advisors’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Concurrent Investment Advisors’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
Q3 		– Sell
-5,386
Closed -$236K – 1584
2025
Q2 		$236K Buy
+5,386
New +$224K ﹤0.01% 1190

Other funds holding RING

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.2B AUM 35.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Concurrent Investment Advisors's RING Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of iShares MSCI Global Gold Miners ETF (RING) in Q3 2025, closing a stake of 5,386 shares — an estimated $236K sold.

Concurrent Investment Advisors first reported a position in RING in Q2 2025 and held it in 1 quarter. The position peaked at $236K in Q2 2025. 192 funds tracked by Wall St. Rank hold RING as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining iShares MSCI Global Gold Miners ETF position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 5,386 iShares MSCI Global Gold Miners ETF shares in Q3 2025, an estimated $236K.
  • Concurrent Investment Advisors first reported a position in iShares MSCI Global Gold Miners ETF in Q2 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's iShares MSCI Global Gold Miners ETF position peaked at $236K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.