Baker Tilly Wealth Management’s Barrick Mining B Stock Holding History

Baker Tilly 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 Q2	$234K	Sell	6,363 -94	-1%	-$3.85K	0.05%	258
2026 Q1	$263K	Sell	6,457 -193	-3%	-$8.91K	0.06%	226
2025 Q4	$290K	Sell	6,650 -96	-1%	-$3.6K	0.07%	227
2025 Q3	$221K	Buy	+6,746	New	+$171K	0.05%	251
2024 Q4	–	Sell	-11,356	Closed	-$226K	–	241
2024 Q3	$226K	Sell	11,356 -2,270	-17%	-$43.3K	0.1%	218
2024 Q2	$227K	Sell	13,626 -27,970	-67%	-$475K	0.09%	243
2024 Q1	$692K	Sell	41,596 -973	-2%	-$15.2K	0.13%	177
2023 Q4	$770K	Buy	42,569 +69	+0.2%	+$1.13K	0.13%	177
2023 Q3	$618K	Sell	42,500 -11,373	-21%	-$186K	0.1%	207
2023 Q2	$912K	Buy	53,873 +1,873	+4%	+$34.1K	0.1%	217
2023 Q1	$966K	Sell	52,000 -382	-0.7%	-$6.86K	0.11%	206
2022 Q4	$900K	Buy	52,382 +8,868	+20%	+$141K	0.11%	205
2022 Q3	$674K	Sell	43,514 -1,517	-3%	-$23.9K	0.09%	235
2022 Q2	$797K	Buy	45,031 +10,728	+31%	+$233K	0.1%	213
2022 Q1	$841K	Buy	34,303 +4,828	+16%	+$104K	0.09%	227
2021 Q4	$560K	Buy	29,475 +1,634	+6%	+$31K	0.06%	328
2021 Q3	$503K	Buy	27,841 +6,300	+29%	+$126K	0.07%	312
2021 Q2	$445K	Buy	21,541 +5,645	+36%	+$127K	0.07%	304
2021 Q1	$315K	Buy	15,896 +3,403	+27%	+$73.4K	0.06%	351
2020 Q4	$285K	Buy	+12,493	New	+$316K	0.09%	247

Other funds holding B

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Baker Tilly Wealth Management's B Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Barrick Mining (B) stake by 1.5% in Q2 2026, selling an estimated $3.85K and leaving 6,363 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #258.

Baker Tilly Wealth Management first reported a position in B in Q4 2020 and has held it in 20 quarters since. The position peaked at $966K in Q1 2023. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

Baker Tilly Wealth Management held 6,363 shares of Barrick Mining worth $234K as of Q2 2026.
Baker Tilly Wealth Management sold 94 Barrick Mining shares in Q2 2026, an estimated $3.85K.
Barrick Mining made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #258 holding.
Baker Tilly Wealth Management first reported a position in Barrick Mining in Q4 2020 and has held it in 20 quarters since.
Baker Tilly Wealth Management's Barrick Mining position peaked at $966K in Q1 2023.
259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.