IAGL
B

Innovative Advisory Group, LLC’s Barrick Mining B Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-1,045
Closed -$45.5K – 108
2025
Q4 		$45.5K Sell
1,045
-454
-30% -$17K 0.03% 73
2025
Q3 		$49.1K Sell
1,499
-645
-30% -$16.3K 0.03% 78
2025
Q2 		$44.6K Hold
2,144
– – 0.04% 71
2025
Q1 		$41.7K Hold
2,144
– – 0.04% 65
2024
Q4 		$33.2K Buy
+2,144
New +$39K 0.03% 74

Other funds holding B

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovative Advisory Group, LLC's B Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Barrick Mining (B) in Q1 2026, closing a stake of 1,045 shares — an estimated $45.5K sold.

Innovative Advisory Group, LLC first reported a position in B in Q4 2024 and held it in 5 quarters. The position peaked at $49.1K in Q3 2025. 1,027 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Barrick Mining position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,045 Barrick Mining shares in Q1 2026, an estimated $45.5K.
  • Innovative Advisory Group, LLC first reported a position in Barrick Mining in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Barrick Mining position peaked at $49.1K in Q3 2025.
  • 1,027 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.