The Family Firm’s iShares MSCI Global Gold Miners ETF RING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
44,655
-505
| -1% | -$21K | 0.47% | 55 |
|
|
2025
Q1 | $1.73M | Buy |
45,160
+2,987
| +7% | +$100K | 0.39% | 54 |
|
|
2024
Q4 | $1.19M | Buy |
42,173
+9,276
| +28% | +$293K | 0.26% | 72 |
|
|
2024
Q3 | $1.09M | Sell |
32,897
-779
| -2% | -$24.4K | 0.24% | 76 |
|
|
2024
Q2 | $930K | Sell |
33,676
-494
| -1% | -$13.6K | 0.21% | 79 |
|
|
2024
Q1 | $864K | Buy |
34,170
+527
| +2% | +$11.9K | 0.21% | 84 |
|
|
2023
Q4 | $827K | Sell |
33,643
-788
| -2% | -$18.1K | 0.21% | 82 |
|
|
2023
Q3 | $713K | Sell |
34,431
-452
| -1% | -$10.3K | 0.2% | 83 |
|
|
2023
Q2 | $813K | Buy |
34,883
+1,039
| +3% | +$26.2K | 0.21% | 80 |
|
|
2023
Q1 | $852K | Sell |
33,844
-2,877
| -8% | -$67.9K | 0.24% | 74 |
|
|
2022
Q4 | $820K | Sell |
36,721
-5,584
| -13% | -$115K | 0.24% | 78 |
|
|
2022
Q3 | $794K | Buy |
42,305
+1,298
| +3% | +$25.4K | 0.25% | 75 |
|
|
2022
Q2 | $893K | Buy |
41,007
+296
| +0.7% | +$8.03K | 0.26% | 72 |
|
|
2022
Q1 | $1.26M | Buy |
40,711
+878
| +2% | +$24.6K | 0.33% | 64 |
|
|
2021
Q4 | $1.07M | Sell |
39,833
-4,812
| -11% | -$128K | 0.28% | 70 |
|
|
2021
Q3 | $1.22M | Buy |
44,645
+4,018
| +10% | +$108K | 0.32% | 64 |
|
|
2021
Q2 | $1.14M | Buy |
40,627
+1,792
| +5% | +$54.7K | 0.31% | 64 |
|
|
2021
Q1 | $1.06M | Buy |
38,835
+4,639
| +14% | +$132K | 0.31% | 62 |
|
|
2020
Q4 | $1M | Buy |
34,196
+10,819
| +46% | +$335K | 0.3% | 61 |
|
|
2020
Q3 | $763K | Sell |
23,377
-12,192
| -34% | -$412K | 0.27% | 66 |
|
|
2020
Q2 | $1.07M | Sell |
35,569
-582
| -2% | -$15.9K | 0.4% | 51 |
|
|
2020
Q1 | $693K | Sell |
36,151
-58
| -0.2% | -$1.31K | 0.29% | 60 |
|
|
2019
Q4 | $872K | Buy |
+36,209
| New | +$805K | 0.3% | 61 |
|
|
2017
Q1 | – | Sell |
-17,290
| Closed | -$296K | – | 110 |
|
|
2016
Q4 | $296K | Buy |
17,290
+5,326
| +45% | +$99K | 0.14% | 87 |
|
|
2016
Q3 | $266K | Sell |
11,964
-279
| -2% | -$6.74K | 0.13% | 92 |
|
|
2016
Q2 | $289K | Sell |
12,243
-4,477
| -27% | -$92.2K | 0.14% | 85 |
|
|
2016
Q1 | $286K | Buy |
+16,720
| New | +$243K | 0.15% | 84 |
|
|
2015
Q4 | – | Sell |
-16,015
| Closed | -$172K | – | 107 |
|
|
2015
Q3 | $172K | Sell |
16,015
-3,263
| -17% | -$37.5K | 0.09% | 100 |
|
|
2015
Q2 | $275K | Hold |
19,278
| – | – | 0.14% | 83 |
|
|
2015
Q1 | $285K | Sell |
19,278
-1,358
| -7% | -$22.6K | 0.15% | 85 |
|
|
2014
Q4 | $307K | Buy |
+20,636
| New | +$328K | 0.16% | 77 |
|
Other funds holding RING
MERSOM
PCP
The Family Firm's RING Position: Q2 2025 in Review
The Family Firm reduced its iShares MSCI Global Gold Miners ETF (RING) stake by 1.1% in Q2 2025, selling an estimated $21K and leaving 44,655 shares worth $1.96M. The position accounts for 0.47% of the portfolio, ranked #55.
The Family Firm first reported a position in RING in Q4 2014 and has held it in 31 quarters since. 165 funds tracked by Wall St. Rank hold RING as of Q2 2025.
- The Family Firm held 44,655 shares of iShares MSCI Global Gold Miners ETF worth $1.96M as of Q2 2025.
- The Family Firm sold 505 iShares MSCI Global Gold Miners ETF shares in Q2 2025, an estimated $21K.
- iShares MSCI Global Gold Miners ETF made up 0.47% of The Family Firm's portfolio in Q2 2025, its #55 holding.
- The Family Firm first reported a position in iShares MSCI Global Gold Miners ETF in Q4 2014 and has held it in 31 quarters since.
- 165 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2025.
Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.