AWM
B

AE Wealth Management’s Barrick Mining B Stock Holding History

AE Wealth Management’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$241K Sell
5,897
-730
-11% -$33.7K ﹤0.01% 1511
2025
Q4 		$289K Sell
6,627
-803
-11% -$30.1K ﹤0.01% 1328
2025
Q3 		$243K Buy
+7,430
New +$188K ﹤0.01% 1299
2024
Q4 		– Sell
-36,179
Closed -$720K – 2141
2024
Q3 		$720K Buy
+36,179
New +$689K 0.01% 787
2024
Q1 		– Sell
-37,873
Closed -$588K – 1489
2023
Q4 		$588K Buy
37,873
+4,520
+14% +$74.2K ﹤0.01% 1352
2023
Q3 		$485K Sell
33,353
-91,960
-73% -$1.51M ﹤0.01% 1399
2023
Q2 		$2.12M Buy
125,313
+56,787
+83% +$1.04M 0.01% 827
2023
Q1 		$1.27M Buy
68,526
+16,417
+32% +$295K 0.01% 957
2022
Q4 		$895K Sell
52,109
-45,062
-46% -$717K 0.01% 1035
2022
Q3 		$1.51M Sell
97,171
-9,215
-9% -$145K 0.01% 799
2022
Q2 		$1.88M Buy
106,386
+50,497
+90% +$1.1M 0.02% 691
2022
Q1 		$1.37M Buy
55,889
+26,152
+88% +$563K 0.01% 820
2021
Q4 		$565K Buy
29,737
+250
+0.8% +$4.75K ﹤0.01% 1210
2021
Q3 		$532K Sell
29,487
-78,683
-73% -$1.58M ﹤0.01% 1148
2021
Q2 		$2.24M Buy
108,170
+65,905
+156% +$1.49M 0.02% 606
2021
Q1 		$837K Sell
42,265
-14,312
-25% -$308K 0.01% 834
2020
Q4 		$1.29M Sell
56,577
-7,819
-12% -$198K 0.01% 635
2020
Q3 		$1.81M Buy
+64,396
New +$1.83M 0.03% 458
2018
Q4 		– Sell
-10,963
Closed -$121K – 526
2018
Q3 		$121K Buy
10,963
+296
+3% +$3.29K 0.01% 576
2018
Q2 		$140K Buy
10,667
+573
+6% +$7.51K 0.01% 435
2018
Q1 		$126K Buy
+10,094
New +$134K 0.01% 426

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's B Position: Q1 2026 in Review

AE Wealth Management reduced its Barrick Mining (B) stake by 11% in Q1 2026, selling an estimated $33.7K and leaving 5,897 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

AE Wealth Management first reported a position in B in Q1 2018 and has held it in 21 quarters since. The position peaked at $2.24M in Q2 2021. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • AE Wealth Management held 5,897 shares of Barrick Mining worth $241K as of Q1 2026.
  • AE Wealth Management sold 730 Barrick Mining shares in Q1 2026, an estimated $33.7K.
  • Barrick Mining made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1511 holding.
  • AE Wealth Management first reported a position in Barrick Mining in Q1 2018 and has held it in 21 quarters since.
  • AE Wealth Management's Barrick Mining position peaked at $2.24M in Q2 2021.
  • 1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.