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

Perigon 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 Q3	$757K	Hold	9,875	–	–	0.01%	704
2026 Q2	$638K	Hold	9,875	–	–	0.01%	768
2026 Q1	$780K	Hold	9,875	–	–	0.01%	609
2025 Q4	$727K	Hold	9,875	–	–	0.01%	646
2025 Q3	$639K	Hold	9,875	–	–	0.01%	654
2025 Q2	$432K	Buy	9,875 +375	+4%	+$15.6K	0.01%	715
2025 Q1	$364K	Sell	9,500 -17	-0.2%	-$572	0.01%	738
2024 Q4	$289K	Buy	9,517 +17	+0.2%	+$537	0.01%	834
2024 Q3	$314K	Hold	9,500	–	–	0.01%	773
2024 Q2	$262K	Hold	9,500	–	–	0.01%	741
2024 Q1	$240K	Hold	9,500	–	–	0.01%	740
2023 Q4	$234K	Buy	+9,500	New	+$218K	0.01%	745
2023 Q3	–	Sell	-9,500	Closed	-$221K	–	811
2023 Q2	$221K	Hold	9,500	–	–	0.01%	708
2023 Q1	$239K	Hold	9,500	–	–	0.01%	617
2022 Q4	$212K	Buy	+9,500	New	+$196K	0.01%	639
2022 Q3	–	Sell	-9,500	Closed	-$207K	–	599
2022 Q2	$207K	Hold	9,500	–	–	0.02%	535
2022 Q1	$295K	Hold	9,500	–	–	0.02%	462
2021 Q4	$256K	Hold	9,500	–	–	0.02%	489
2021 Q3	$234K	Hold	9,500	–	–	0.02%	476
2021 Q2	$266K	Hold	9,500	–	–	0.02%	432
2021 Q1	$260K	Hold	9,500	–	–	0.03%	416
2020 Q4	$283K	Hold	9,500	–	–	0.03%	341
2020 Q3	$310K	Sell	9,500 -2,750	-22%	-$92.9K	0.04%	293
2020 Q2	$370K	Hold	12,250	–	–	0.06%	231
2020 Q1	$297K	Hold	12,250	–	–	0.06%	236
2019 Q4	$294K	Hold	12,250	–	–	0.06%	198
2019 Q3	$260K	Hold	12,250	–	–	0.06%	189
2019 Q2	$250K	Buy	+12,250	New	+$213K	0.06%	198

Other funds holding RING

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Perigon Wealth Management's RING Position: Q3 2026 in Review

Perigon Wealth Management held its iShares MSCI Global Gold Miners ETF (RING) position steady in Q3 2026 at 9,875 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #704.

Perigon Wealth Management first reported a position in RING in Q2 2019 and has held it in 28 quarters since. The position peaked at $780K in Q1 2026. 44 funds tracked by Wall St. Rank hold RING as of Q3 2026.

Perigon Wealth Management held 9,875 shares of iShares MSCI Global Gold Miners ETF worth $757K as of Q3 2026.
Perigon Wealth Management left its iShares MSCI Global Gold Miners ETF share count unchanged in Q3 2026.
iShares MSCI Global Gold Miners ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #704 holding.
Perigon Wealth Management first reported a position in iShares MSCI Global Gold Miners ETF in Q2 2019 and has held it in 28 quarters since.
Perigon Wealth Management's iShares MSCI Global Gold Miners ETF position peaked at $780K in Q1 2026.
44 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.