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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MERSOM

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 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. 208 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.
208 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.