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Waverly Advisors’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Waverly 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
Q2 		– Sell
-17,343
Closed -$1.37M – 1821
2026
Q1 		$1.37M Buy
17,343
+3,419
+25% +$290K 0.01% 735
2025
Q4 		$1.03M Buy
13,924
+2,844
+26% +$192K 0.01% 755
2025
Q3 		$717K Sell
11,080
-244
-2% -$12.5K 0.01% 733
2025
Q2 		$496K Buy
+11,324
New +$471K 0.01% 799

Other funds holding RING

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Waverly Advisors's RING Position: Q2 2026 in Review

Waverly Advisors sold out of iShares MSCI Global Gold Miners ETF (RING) in Q2 2026, closing a stake of 17,343 shares — an estimated $1.37M sold.

Waverly Advisors first reported a position in RING in Q2 2025 and held it in 4 quarters. The position peaked at $1.37M in Q1 2026. 209 funds tracked by Wall St. Rank hold RING as of Q2 2026.

  • Waverly Advisors reported no remaining iShares MSCI Global Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 17,343 iShares MSCI Global Gold Miners ETF shares in Q2 2026, an estimated $1.37M.
  • Waverly Advisors first reported a position in iShares MSCI Global Gold Miners ETF in Q2 2025 and held it in 4 quarters.
  • Waverly Advisors's iShares MSCI Global Gold Miners ETF position peaked at $1.37M in Q1 2026.
  • 209 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.