SWM
B

Spire Wealth Management’s Barrick Mining B Stock Holding History

Spire 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
2025
Q2 		– Sell
-3,785
Closed -$73.6K – 2455
2025
Q1 		$73.6K Buy
3,785
+1,194
+46% +$20.9K ﹤0.01% 1157
2024
Q4 		$40.2K Sell
2,591
-1,602
-38% -$29.1K ﹤0.01% 1361
2024
Q3 		$83.4K Buy
4,193
+5
+0.1% +$95 ﹤0.01% 966
2024
Q2 		$69.9K Buy
4,188
+1,666
+66% +$28.3K ﹤0.01% 1008
2024
Q1 		$42K Sell
2,522
-2,377
-49% -$37.2K ﹤0.01% 1277
2023
Q4 		$76.5K Sell
4,899
-39
-0.8% -$640 ﹤0.01% 1070
2023
Q3 		$71.8K Sell
4,938
-6,106
-55% -$100K ﹤0.01% 1043
2023
Q2 		$187K Sell
11,044
-967
-8% -$17.6K 0.01% 742
2023
Q1 		$223K Buy
12,011
+4,480
+59% +$80.5K 0.01% 692
2022
Q4 		$129K Buy
7,531
+318
+4% +$5.06K 0.01% 658
2022
Q3 		$112K Sell
7,213
-12,186
-63% -$192K 0.01% 672
2022
Q2 		$343K Sell
19,399
-10,181
-34% -$221K 0.01% 586
2022
Q1 		$726K Sell
29,580
-4,216
-12% -$90.8K 0.02% 471
2021
Q4 		$642K Buy
33,796
+7,934
+31% +$151K 0.01% 608
2021
Q3 		$467K Sell
25,862
-93
-0.4% -$1.87K 0.01% 607
2021
Q2 		$537K Sell
25,955
-1,632
-6% -$36.8K 0.01% 589
2021
Q1 		$547K Buy
+27,587
New +$595K 0.01% 644

Other funds holding B

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Spire Wealth Management's B Position: Q2 2025 in Review

Spire Wealth Management sold out of Barrick Mining (B) in Q2 2025, closing a stake of 3,785 shares — an estimated $73.6K sold.

Spire Wealth Management first reported a position in B in Q1 2021 and held it in 17 quarters. The position peaked at $726K in Q1 2022. 720 funds tracked by Wall St. Rank hold B as of Q2 2025.

  • Spire Wealth Management reported no remaining Barrick Mining position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 3,785 Barrick Mining shares in Q2 2025, an estimated $73.6K.
  • Spire Wealth Management first reported a position in Barrick Mining in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's Barrick Mining position peaked at $726K in Q1 2022.
  • 720 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.