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

Spire 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
2024
Q1 		– Sell
-500
Closed -$10.9K – 2383
2023
Q4 		$10.9K Buy
+500
New +$11.5K ﹤0.01% 1734
2022
Q1 		– Sell
-51
Closed -$1K – 2816
2021
Q4 		$1K Sell
51
-22
-30% -$584 ﹤0.01% 2888
2021
Q3 		$2K Hold
73
– – ﹤0.01% 2482
2021
Q2 		$2K Hold
73
– – ﹤0.01% 2495
2021
Q1 		$2K Buy
+73
New +$2.08K ﹤0.01% 2876

Other funds holding RING

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spire Wealth Management's RING Position: Q1 2024 in Review

Spire Wealth Management sold out of iShares MSCI Global Gold Miners ETF (RING) in Q1 2024, closing a stake of 500 shares — an estimated $10.9K sold.

Spire Wealth Management first reported a position in RING in Q1 2021 and held it in 5 quarters. The position peaked at $10.9K in Q4 2023. 81 funds tracked by Wall St. Rank hold RING as of Q1 2024.

  • Spire Wealth Management reported no remaining iShares MSCI Global Gold Miners ETF position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 500 iShares MSCI Global Gold Miners ETF shares in Q1 2024, an estimated $10.9K.
  • Spire Wealth Management first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's iShares MSCI Global Gold Miners ETF position peaked at $10.9K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.