GoalVest Advisory’s Barrick Mining B Stock Holding History

GoalVest Advisory’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	$367	Sell	10 -1,990	-100%	-$81.6K	﹤0.01%	491
2026 Q1	$81.6K	Hold	2,000	–	–	0.02%	187
2025 Q4	$87.1K	Hold	2,000	–	–	0.02%	194
2025 Q3	$65.5K	Hold	2,000	–	–	0.01%	198
2025 Q2	$41.6K	Buy	+2,000	New	+$39.1K	0.01%	223

Other funds holding B

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GoalVest Advisory's B Position: Q2 2026 in Review

GoalVest Advisory reduced its Barrick Mining (B) stake by 100% in Q2 2026, selling an estimated $81.6K and leaving 10 shares worth $367. The position accounts for ﹤0.01% of the portfolio, ranked #491.

GoalVest Advisory first reported a position in B in Q2 2025 and has held it in 5 quarters since. The position peaked at $87.1K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold B as of Q2 2026.

GoalVest Advisory held 10 shares of Barrick Mining worth $367 as of Q2 2026.
GoalVest Advisory sold 1,990 Barrick Mining shares in Q2 2026, an estimated $81.6K.
Barrick Mining made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #491 holding.
GoalVest Advisory first reported a position in Barrick Mining in Q2 2025 and has held it in 5 quarters since.
GoalVest Advisory's Barrick Mining position peaked at $87.1K in Q4 2025.
1,010 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.