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 Q2	$1.39M	Hold	21,462	–	–	0.93%	33
2026 Q1	$1.77M	Sell	21,462 -1,178	-5%	-$99.8K	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

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM