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SWMG LLC’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

SWMG LLC’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
Q2 		$422K Buy
6,561
+1,738
+36% +$133K 0.1% 72
2026
Q1 		$381K Buy
+4,823
New +$409K 0.11% 80

Other funds holding RING

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
CC
Climber Capital Nyon, Switzerland $164M AUM
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

SWMG LLC's RING Position: Q2 2026 in Review

SWMG LLC increased its iShares MSCI Global Gold Miners ETF (RING) stake by 36% in Q2 2026, buying an estimated $133K and bringing the position to 6,561 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #72.

SWMG LLC first reported a position in RING in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold RING as of Q2 2026.

  • SWMG LLC held 6,561 shares of iShares MSCI Global Gold Miners ETF worth $422K as of Q2 2026.
  • SWMG LLC bought 1,738 iShares MSCI Global Gold Miners ETF shares in Q2 2026, an estimated $133K.
  • iShares MSCI Global Gold Miners ETF made up 0.1% of SWMG LLC's portfolio in Q2 2026, its #72 holding.
  • SWMG LLC first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.