True Wealth Design’s Barrick Mining B Stock Holding History

True Wealth Design’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 Q3	$7.16K	Sell	176 -118	-40%	-$4.84K	﹤0.01%	1201
2026 Q2	$10.8K	Sell	294 -153	-34%	-$6.27K	﹤0.01%	1033
2026 Q1	$18.2K	Buy	447 +8	+2%	+$370	0.01%	756
2025 Q4	$19.1K	Buy	439 +305	+228%	+$11.4K	0.01%	628
2025 Q3	$4.39K	Buy	134 +26	+24%	+$659	﹤0.01%	1131
2025 Q2	$2.25K	Buy	108 +15	+16%	+$293	﹤0.01%	1139
2025 Q1	$1.81K	Buy	93 +21	+29%	+$368	﹤0.01%	1044
2024 Q4	$1.12K	Buy	72 +5	+7%	+$91	﹤0.01%	902
2024 Q3	$1.33K	Sell	67 -1	-1%	-$19	﹤0.01%	898
2024 Q2	$1.14K	Buy	68 +18	+36%	+$306	﹤0.01%	482
2024 Q1	$832	Buy	50 +20	+67%	+$313	﹤0.01%	503
2023 Q4	$543	Hold	30	–	–	﹤0.01%	456
2023 Q3	$437	Hold	30	–	–	﹤0.01%	452
2023 Q2	$508	Sell	30 -3	-9%	-$55	﹤0.01%	433
2023 Q1	$613	Hold	33	–	–	﹤0.01%	483
2022 Q4	$567	Buy	+33	New	+$525	﹤0.01%	430

Other funds holding B

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

True Wealth Design's B Position: Q3 2026 in Review

True Wealth Design reduced its Barrick Mining (B) stake by 40% in Q3 2026, selling an estimated $4.84K and leaving 176 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

True Wealth Design first reported a position in B in Q4 2022 and has held it in 16 quarters since. The position peaked at $19.1K in Q4 2025. 161 funds tracked by Wall St. Rank hold B as of Q3 2026.

True Wealth Design held 176 shares of Barrick Mining worth $7.16K as of Q3 2026.
True Wealth Design sold 118 Barrick Mining shares in Q3 2026, an estimated $4.84K.
Barrick Mining made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1201 holding.
True Wealth Design first reported a position in Barrick Mining in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Barrick Mining position peaked at $19.1K in Q4 2025.
161 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.