SWM
B

Shrier Wealth Management’s Barrick Mining B Stock Holding History

Shrier 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
Q2 		$403K Hold
10,982
– – 0.14% 105
2026
Q1 		$448K Buy
10,982
+1,680
+18% +$77.6K 0.16% 96
2025
Q4 		$405K Buy
+9,302
New +$349K 0.16% 95

Other funds holding B

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Shrier Wealth Management's B Position: Q2 2026 in Review

Shrier Wealth Management held its Barrick Mining (B) position steady in Q2 2026 at 10,982 shares worth $403K. The position accounts for 0.14% of the portfolio, ranked #105.

Shrier Wealth Management first reported a position in B in Q4 2025 and has held it in 3 quarters since. The position peaked at $448K in Q1 2026. 1,005 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Shrier Wealth Management held 10,982 shares of Barrick Mining worth $403K as of Q2 2026.
  • Shrier Wealth Management left its Barrick Mining share count unchanged in Q2 2026.
  • Barrick Mining made up 0.14% of Shrier Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Shrier Wealth Management first reported a position in Barrick Mining in Q4 2025 and has held it in 3 quarters since.
  • Shrier Wealth Management's Barrick Mining position peaked at $448K in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.