Creative Planning’s Barrick Mining B Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-500	Closed	-$1K	–	2278
2021 Q1	$1K	Hold	500	–	–	﹤0.01%	2586
2020 Q4	$2K	Sell	500 -200,000	-100%	-$5.07M	﹤0.01%	2299
2020 Q3	$333K	Buy	+200,500	New	+$5.71M	﹤0.01%	1351
2020 Q1	–	Sell	-1,600	Closed	-$2K	–	1959
2019 Q4	$2K	Hold	1,600	–	–	﹤0.01%	1950
2019 Q3	$2K	Buy	1,600 +1,400	+700%	+$24.7K	﹤0.01%	1952
2019 Q2	$1K	Buy	+200	New	+$2.65K	﹤0.01%	1991
2019 Q1	–	Sell	-10,000	Closed	-$16K	–	2025
2018 Q4	$16K	Buy	10,000 +9,200	+1,150%	+$119K	﹤0.01%	1806
2018 Q3	$1K	Buy	+800	New	+$8.9K	﹤0.01%	2055
2018 Q1	–	Sell	-40,000	Closed	-$1K	–	2066
2017 Q4	$1K	Buy	+40,000	New	+$590K	﹤0.01%	1899

Other funds holding B

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's B Position: Q1 2026 in Review

Creative Planning increased its Barrick Mining (B) stake by 21% in Q1 2026, buying an estimated $2.22M and bringing the position to 276,811 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #642.

Creative Planning first reported a position in B in Q2 2013 and has held it in 52 quarters since. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

Creative Planning held 276,811 shares of Barrick Mining worth $11.3M as of Q1 2026.
Creative Planning bought 48,045 Barrick Mining shares in Q1 2026, an estimated $2.22M.
Barrick Mining made up 0.01% of Creative Planning's portfolio in Q1 2026, its #642 holding.
Creative Planning first reported a position in Barrick Mining in Q2 2013 and has held it in 52 quarters since.
1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.