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

Private Wealth Management 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
2026 Q3	$88.3K	Hold	1,152	–	–	0.02%	190
2026 Q2	$74.4K	Buy	1,152 +7	+0.6%	+$536	0.02%	195
2026 Q1	$90.4K	Hold	1,145	–	–	0.02%	142
2025 Q4	$84.3K	Hold	1,145	–	–	0.02%	142
2025 Q3	$74.1K	Buy	1,145 +565	+97%	+$28.9K	0.02%	146
2025 Q2	$25.4K	Buy	580 +460	+383%	+$19.1K	0.01%	257
2025 Q1	$4.6K	Buy	+120	New	+$4.04K	﹤0.01%	771

Other funds holding RING

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

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 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

Park Avenue Securities New York $16.4B AUM 18.52% 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

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

Private Wealth Management Group's RING Position: Q3 2026 in Review

Private Wealth Management Group held its iShares MSCI Global Gold Miners ETF (RING) position steady in Q3 2026 at 1,152 shares worth $88.3K. The position accounts for 0.02% of the portfolio, ranked #190.

Private Wealth Management Group first reported a position in RING in Q1 2025 and has held it in 7 quarters since. The position peaked at $90.4K in Q1 2026. 51 funds tracked by Wall St. Rank hold RING as of Q3 2026.

Private Wealth Management Group held 1,152 shares of iShares MSCI Global Gold Miners ETF worth $88.3K as of Q3 2026.
Private Wealth Management Group left its iShares MSCI Global Gold Miners ETF share count unchanged in Q3 2026.
iShares MSCI Global Gold Miners ETF made up 0.02% of Private Wealth Management Group's portfolio in Q3 2026, its #190 holding.
Private Wealth Management Group first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2025 and has held it in 7 quarters since.
Private Wealth Management Group's iShares MSCI Global Gold Miners ETF position peaked at $90.4K in Q1 2026.
51 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.