UCFA
RING icon

United Capital Financial Advisors’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

United Capital Financial Advisors’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
Q1 		$1.37M Buy
17,367
+2,465
+17% +$209K 0.01% 654
2025
Q4 		$1.1M Buy
14,902
+10,502
+239% +$709K 0.01% 707
2025
Q3 		$285K Buy
+4,400
New +$225K ﹤0.01% 1035
2016
Q4 		– Sell
-332,179
Closed -$7.39M – 1310
2016
Q3 		$7.39M Sell
332,179
-315,215
-49% -$7.61M 0.07% 321
2016
Q2 		$15.5M Buy
647,394
+313,178
+94% +$6.45M 0.16% 148
2016
Q1 		$5.72M Buy
+334,216
New +$4.85M 0.06% 311

Other funds holding RING

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return