Williams & Novak’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Williams & Novak’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 Q3	$1.8M	Buy	23,512 +2,050	+10%	+$156K	1.07%	27
2026 Q2	$1.39M	Hold	21,462	–	–	0.92%	33
2026 Q1	$1.77M	Sell	21,462 -1,178	-5%	-$100K	1.33%	21
2025 Q4	$1.67M	Sell	22,640 -4,762	-17%	-$321K	1.26%	20
2025 Q3	$1.77M	Hold	27,402	–	–	1.36%	18
2025 Q2	$1.2M	Sell	27,402 -11,487	-30%	-$477K	1.02%	28
2025 Q1	$1.49M	Sell	38,889 -12,761	-25%	-$429K	1.46%	17
2024 Q4	$1.45M	Sell	51,650 -6,591	-11%	-$208K	1.4%	19
2024 Q3	$1.92M	Sell	58,241 -18,243	-24%	-$570K	1.79%	14
2024 Q2	$2.11M	Sell	76,484 -11,358	-13%	-$312K	1.97%	12
2024 Q1	$2.16M	Hold	87,842	–	–	2.45%	10
2023 Q4	$2.16M	Buy	+87,842	New	+$2.01M	2.45%	10

Other funds holding RING

Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

WCM

Whitener Capital Management Rocky Mount, North Carolina $501M AUM 24.72% 1-Year Est. Return

Williams & Novak's RING Position: Q3 2026 in Review

Williams & Novak increased its iShares MSCI Global Gold Miners ETF (RING) stake by 9.6% in Q3 2026, buying an estimated $156K and bringing the position to 23,512 shares worth $1.8M. The position accounts for 1.07% of the portfolio, ranked #27.

Williams & Novak first reported a position in RING in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.16M in Q1 2024. 30 funds tracked by Wall St. Rank hold RING as of Q3 2026.

Williams & Novak held 23,512 shares of iShares MSCI Global Gold Miners ETF worth $1.8M as of Q3 2026.
Williams & Novak bought 2,050 iShares MSCI Global Gold Miners ETF shares in Q3 2026, an estimated $156K.
iShares MSCI Global Gold Miners ETF made up 1.07% of Williams & Novak's portfolio in Q3 2026, its #27 holding.
Williams & Novak first reported a position in iShares MSCI Global Gold Miners ETF in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's iShares MSCI Global Gold Miners ETF position peaked at $2.16M in Q1 2024.
30 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.