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

Modern 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
2026
Q1 		– Sell
-3,306
Closed -$243K – 932
2025
Q4 		$243K Buy
+3,306
New +$223K ﹤0.01% 750

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BlackRock
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LPL Financial
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MERSOM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Modern Wealth Management's RING Position: Q1 2026 in Review

Modern Wealth Management sold out of iShares MSCI Global Gold Miners ETF (RING) in Q1 2026, closing a stake of 3,306 shares — an estimated $243K sold.

Modern Wealth Management first reported a position in RING in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 239 funds tracked by Wall St. Rank hold RING as of Q1 2026.

  • Modern Wealth Management reported no remaining iShares MSCI Global Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 3,306 iShares MSCI Global Gold Miners ETF shares in Q1 2026, an estimated $243K.
  • Modern Wealth Management first reported a position in iShares MSCI Global Gold Miners ETF in Q4 2025 and held it in 1 quarter.
  • Modern Wealth Management's iShares MSCI Global Gold Miners ETF position peaked at $243K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.