WCFA
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Walkner Condon Financial Advisors’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Walkner Condon 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 		$284K Sell
3,610
-35
-1% -$2.96K 0.04% 252
2025
Q4 		$268K Sell
3,645
-40
-1% -$2.7K 0.04% 254
2025
Q3 		$238K Buy
+3,685
New +$189K 0.04% 260
2025
Q2 		– Sell
-6,810
Closed -$261K – 284
2025
Q1 		$261K Buy
+6,810
New +$229K 0.05% 224
2023
Q2 		– Sell
-10,288
Closed -$259K – 248
2023
Q1 		$259K Hold
10,288
– – 0.07% 192
2022
Q4 		$230K Buy
+10,288
New +$212K 0.07% 203
2021
Q4 		– Sell
-8,756
Closed -$216K – 165
2021
Q3 		$216K Buy
+8,756
New +$235K 0.11% 133

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 $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $86.6B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return