Measured Wealth Private Client Group’s Barrick Mining B Stock Holding History

Measured Wealth Private Client Group’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	$1M	Sell	24,623 -157	-0.6%	-$7.25K	0.27%	52
2025 Q4	$1.08M	Sell	24,780 -4,266	-15%	-$160K	0.29%	49
2025 Q3	$952K	Sell	29,046 -4,388	-13%	-$111K	0.26%	51
2025 Q2	$696K	Buy	+33,434	New	+$654K	0.21%	71

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

Measured Wealth Private Client Group's B Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Barrick Mining (B) stake by 0.63% in Q1 2026, selling an estimated $7.25K and leaving 24,623 shares worth $1M. The position accounts for 0.27% of the portfolio, ranked #52.

Measured Wealth Private Client Group first reported a position in B in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

Measured Wealth Private Client Group held 24,623 shares of Barrick Mining worth $1M as of Q1 2026.
Measured Wealth Private Client Group sold 157 Barrick Mining shares in Q1 2026, an estimated $7.25K.
Barrick Mining made up 0.27% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #52 holding.
Measured Wealth Private Client Group first reported a position in Barrick Mining in Q2 2025 and has held it in 4 quarters since.
Measured Wealth Private Client Group's Barrick Mining position peaked at $1.08M in Q4 2025.
1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.