SWMG LLC
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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
Q3 		$606K Buy
8,490
+1,929
+29% +$147K 0.13% 59
2026
Q2 		$422K Buy
6,561
+1,738
+36% +$133K 0.1% 72
2026
Q1 		$381K Buy
+4,823
New +$409K 0.11% 80

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RHS Financial
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3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Climber Capital
Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return
Turning Point Benefit Group
Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

SWMG LLC's RING Position: Q3 2026 in Review

SWMG LLC increased its iShares MSCI Global Gold Miners ETF (RING) stake by 29% in Q3 2026, buying an estimated $147K and bringing the position to 8,490 shares worth $606K. The position accounts for 0.13% of the portfolio, ranked #59.

SWMG LLC first reported a position in RING in Q1 2026 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold RING as of Q3 2026.

  • SWMG LLC held 8,490 shares of iShares MSCI Global Gold Miners ETF worth $606K as of Q3 2026.
  • SWMG LLC bought 1,929 iShares MSCI Global Gold Miners ETF shares in Q3 2026, an estimated $147K.
  • iShares MSCI Global Gold Miners ETF made up 0.13% of SWMG LLC's portfolio in Q3 2026, its #59 holding.
  • SWMG LLC first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2026 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.