Mount Yale Investment Advisors’s Barrick Mining B Stock Holding History

Mount Yale Investment Advisors’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	$566K	Sell	13,885 -1,004	-7%	-$46.4K	0.01%	681
2025 Q4	$648K	Sell	14,889 -3,923	-21%	-$147K	0.03%	396
2025 Q3	$616K	Buy	+18,812	New	+$477K	0.04%	374
2020 Q4	–	Sell	-9,027	Closed	-$254K	–	407
2020 Q3	$254K	Sell	9,027 -7,192	-44%	-$205K	0.04%	293
2020 Q2	$437K	Buy	16,219 +1,487	+10%	+$37.1K	0.08%	241
2020 Q1	$270K	Sell	14,732 -1,011	-6%	-$18.9K	0.06%	245
2019 Q4	$292K	Buy	+15,743	New	+$270K	0.05%	280
2018 Q3	–	Sell	-5,394	Closed	-$71K	–	962
2018 Q2	$71K	Buy	5,394 +28	+0.5%	+$367	0.01%	556
2018 Q1	$67K	Buy	+5,366	New	+$71.3K	0.01%	560

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

Mount Yale Investment Advisors's B Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Barrick Mining (B) stake by 6.7% in Q1 2026, selling an estimated $46.4K and leaving 13,885 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #681.

Mount Yale Investment Advisors first reported a position in B in Q1 2018 and has held it in 9 quarters since. The position peaked at $648K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

Mount Yale Investment Advisors held 13,885 shares of Barrick Mining worth $566K as of Q1 2026.
Mount Yale Investment Advisors sold 1,004 Barrick Mining shares in Q1 2026, an estimated $46.4K.
Barrick Mining made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #681 holding.
Mount Yale Investment Advisors first reported a position in Barrick Mining in Q1 2018 and has held it in 9 quarters since.
Mount Yale Investment Advisors's Barrick Mining position peaked at $648K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.