LifeGoal Wealth Advisors’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

LifeGoal Wealth 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
2026 Q2	$629K	Sell	9,739 -503	-5%	-$38.5K	0.29%	48
2026 Q1	$846K	Sell	10,242 -30,801	-75%	-$2.61M	0.48%	36
2025 Q4	$3.02M	Buy	41,043 +3,026	+8%	+$204K	2.01%	12
2025 Q3	$2.46M	Buy	38,017 +3,877	+11%	+$199K	2.04%	12
2025 Q2	$1.49M	Buy	34,140 +3,019	+10%	+$125K	1.42%	18
2025 Q1	$1.19M	Sell	31,121 -3,199	-9%	-$108K	1.29%	22
2024 Q4	$965K	Buy	+34,320	New	+$1.08M	1.05%	27

Other funds holding RING

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM

TPBG

Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

LifeGoal Wealth Advisors's RING Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its iShares MSCI Global Gold Miners ETF (RING) stake by 4.9% in Q2 2026, selling an estimated $38.5K and leaving 9,739 shares worth $629K. The position accounts for 0.29% of the portfolio, ranked #48.

LifeGoal Wealth Advisors first reported a position in RING in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.02M in Q4 2025. 74 funds tracked by Wall St. Rank hold RING as of Q2 2026.

LifeGoal Wealth Advisors held 9,739 shares of iShares MSCI Global Gold Miners ETF worth $629K as of Q2 2026.
LifeGoal Wealth Advisors sold 503 iShares MSCI Global Gold Miners ETF shares in Q2 2026, an estimated $38.5K.
iShares MSCI Global Gold Miners ETF made up 0.29% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #48 holding.
LifeGoal Wealth Advisors first reported a position in iShares MSCI Global Gold Miners ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's iShares MSCI Global Gold Miners ETF position peaked at $3.02M in Q4 2025.
74 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.