Oliver Lagore Vanvalin Investment Group’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$63.3K	Buy	+1,650	New	+$68.6K	0.02%	223
2024 Q4	$46.4K	Hold	1,650	–	–	0.01%	258
2024 Q3	$54.5K	Hold	1,650	–	–	0.01%	239
2024 Q2	$45.6K	Sell	1,650 -5,259	-76%	-$145K	0.01%	246
2024 Q1	$175K	Buy	6,909 +3,596	+109%	+$81K	0.05%	136
2023 Q4	$81.4K	Hold	3,313	–	–	0.03%	169
2023 Q3	$68.6K	Hold	3,313	–	–	0.03%	201
2023 Q2	$77.2K	Hold	3,313	–	–	0.03%	200
2023 Q1	$83.4K	Hold	3,313	–	–	0.04%	144
2022 Q4	$74K	Hold	3,313	–	–	0.04%	150
2022 Q3	$62K	Hold	3,313	–	–	0.04%	152
2022 Q2	$72K	Hold	3,313	–	–	0.04%	149
2022 Q1	$103K	Buy	+3,313	New	+$93K	0.07%	124

Other funds holding RING

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's RING Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares MSCI Global Gold Miners ETF (RING) in Q2 2025: 1,650 shares worth $63.3K. The stake represents 0.02% of the portfolio and ranks #223 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in RING as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in RING in Q1 2022 and has held it in 13 quarters since. The position peaked at $175K in Q1 2024. 165 funds tracked by Wall St. Rank hold RING as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,650 shares of iShares MSCI Global Gold Miners ETF worth $63.3K as of Q2 2025.
iShares MSCI Global Gold Miners ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares MSCI Global Gold Miners ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #223 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares MSCI Global Gold Miners ETF position peaked at $175K in Q1 2024.
165 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.