The Family Firm’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Sell
44,655
-505
-1% -$22.1K 0.47% 55
2025
Q1
$1.73M Buy
45,160
+2,987
+7% +$115K 0.39% 54
2024
Q4
$1.19M Buy
42,173
+9,276
+28% +$261K 0.26% 72
2024
Q3
$1.09M Sell
32,897
-779
-2% -$25.7K 0.24% 76
2024
Q2
$930K Sell
33,676
-494
-1% -$13.6K 0.21% 79
2024
Q1
$864K Buy
34,170
+527
+2% +$13.3K 0.21% 84
2023
Q4
$827K Sell
33,643
-788
-2% -$19.4K 0.21% 82
2023
Q3
$713K Sell
34,431
-452
-1% -$9.36K 0.2% 83
2023
Q2
$813K Buy
34,883
+1,039
+3% +$24.2K 0.21% 80
2023
Q1
$852K Sell
33,844
-2,877
-8% -$72.4K 0.24% 74
2022
Q4
$820K Sell
36,721
-5,584
-13% -$125K 0.24% 78
2022
Q3
$794K Buy
42,305
+1,298
+3% +$24.4K 0.25% 75
2022
Q2
$893K Buy
41,007
+296
+0.7% +$6.45K 0.26% 72
2022
Q1
$1.27M Buy
40,711
+878
+2% +$27.3K 0.33% 64
2021
Q4
$1.07M Sell
39,833
-4,812
-11% -$130K 0.28% 70
2021
Q3
$1.22M Buy
44,645
+4,018
+10% +$110K 0.32% 64
2021
Q2
$1.14M Buy
40,627
+1,792
+5% +$50.2K 0.31% 64
2021
Q1
$1.06M Buy
38,835
+4,639
+14% +$127K 0.31% 62
2020
Q4
$1M Buy
34,196
+10,819
+46% +$316K 0.3% 61
2020
Q3
$763K Sell
23,377
-12,192
-34% -$398K 0.27% 66
2020
Q2
$1.07M Sell
35,569
-582
-2% -$17.6K 0.4% 51
2020
Q1
$693K Sell
36,151
-58
-0.2% -$1.11K 0.29% 60
2019
Q4
$872K Buy
+36,209
New +$872K 0.3% 61
2017
Q1
Sell
-17,290
Closed -$296K 110
2016
Q4
$296K Buy
17,290
+5,326
+45% +$91.2K 0.14% 87
2016
Q3
$266K Sell
11,964
-279
-2% -$6.2K 0.13% 92
2016
Q2
$289K Sell
12,243
-4,477
-27% -$106K 0.14% 85
2016
Q1
$286K Buy
+16,720
New +$286K 0.15% 84
2015
Q4
Sell
-16,015
Closed -$172K 107
2015
Q3
$172K Sell
16,015
-3,263
-17% -$35K 0.09% 100
2015
Q2
$275K Hold
19,278
0.14% 83
2015
Q1
$285K Sell
19,278
-1,358
-7% -$20.1K 0.15% 85
2014
Q4
$307K Buy
+20,636
New +$307K 0.16% 77