Diversify Wealth Management’s Barrick Mining B Stock Holding History

Diversify 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	$1.18M	Buy	30,737 +17,149	+126%	+$792K	0.02%	546
2025 Q4	$675K	Sell	13,588 -939	-6%	-$35.2K	0.03%	383
2025 Q3	$480K	Sell	14,527 -3,709	-20%	-$94K	0.03%	385
2025 Q2	$429K	Sell	18,236 -1,005	-5%	-$19.6K	0.03%	395
2025 Q1	$364K	Sell	19,241 -10,002	-34%	-$175K	0.03%	408
2024 Q4	$460K	Sell	29,243 -1,046	-3%	-$19K	0.04%	357
2024 Q3	$630K	Sell	30,289 -2,309	-7%	-$44K	0.06%	269
2024 Q2	$560K	Buy	+32,598	New	+$553K	0.07%	246

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

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

Diversify Wealth Management increased its Barrick Mining (B) stake by 126% in Q1 2026, buying an estimated $792K and bringing the position to 30,737 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #546.

Diversify Wealth Management first reported a position in B in Q2 2024 and has held it in 8 quarters since. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

Diversify Wealth Management held 30,737 shares of Barrick Mining worth $1.18M as of Q1 2026.
Diversify Wealth Management bought 17,149 Barrick Mining shares in Q1 2026, an estimated $792K.
Barrick Mining made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #546 holding.
Diversify Wealth Management first reported a position in Barrick Mining in Q2 2024 and has held it in 8 quarters since.
1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.