SW
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SteelPeak Wealth’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

SteelPeak Wealth’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
Q4 		– Sell
-8,610
Closed -$284K – 623
2024
Q3 		$284K Buy
+8,610
New +$269K 0.01% 399

Other funds holding RING

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MML Investors Services
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SteelPeak Wealth's RING Position: Q4 2024 in Review

SteelPeak Wealth sold out of iShares MSCI Global Gold Miners ETF (RING) in Q4 2024, closing a stake of 8,610 shares — an estimated $284K sold.

SteelPeak Wealth first reported a position in RING in Q3 2024 and held it in 1 quarter. The position peaked at $284K in Q3 2024. 124 funds tracked by Wall St. Rank hold RING as of Q4 2024.

  • SteelPeak Wealth reported no remaining iShares MSCI Global Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 8,610 iShares MSCI Global Gold Miners ETF shares in Q4 2024, an estimated $284K.
  • SteelPeak Wealth first reported a position in iShares MSCI Global Gold Miners ETF in Q3 2024 and held it in 1 quarter.
  • SteelPeak Wealth's iShares MSCI Global Gold Miners ETF position peaked at $284K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q4 2024.

Based on SteelPeak Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.