Walled Lake Planning & Wealth Management’s Barrick Mining B Stock Holding History

Walled Lake Planning & 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	–	Sell	-4,980	Closed	-$203K	–	145
2026 Q1	$203K	Buy	+4,980	New	+$230K	0.06%	128
2022 Q4	–	Sell	-11,225	Closed	-$174K	–	63
2022 Q3	$174K	Hold	11,225	–	–	0.12%	74
2022 Q2	$199K	Hold	11,225	–	–	0.14%	72
2022 Q1	$275K	Hold	11,225	–	–	0.16%	68
2021 Q4	$213K	Hold	11,225	–	–	0.12%	92
2021 Q3	$203K	Hold	11,225	–	–	0.13%	79
2021 Q2	$232K	Hold	11,225	–	–	0.15%	69
2021 Q1	$222K	Hold	11,225	–	–	0.15%	68
2020 Q4	$256K	Buy	11,225 +1,900	+20%	+$48.1K	0.19%	63
2020 Q3	$262K	Buy	9,325 +3,700	+66%	+$105K	0.21%	51
2020 Q2	$152K	Hold	5,625	–	–	0.13%	67
2020 Q1	$103K	Buy	+5,625	New	+$105K	0.09%	83

Other funds holding B

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Walled Lake Planning & Wealth Management's B Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management sold out of Barrick Mining (B) in Q2 2026, closing a stake of 4,980 shares — an estimated $203K sold.

Walled Lake Planning & Wealth Management first reported a position in B in Q1 2020 and held it in 12 quarters. The position peaked at $275K in Q1 2022. 1,010 funds tracked by Wall St. Rank hold B as of Q2 2026.

Walled Lake Planning & Wealth Management reported no remaining Barrick Mining position as of Q2 2026 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 4,980 Barrick Mining shares in Q2 2026, an estimated $203K.
Walled Lake Planning & Wealth Management first reported a position in Barrick Mining in Q1 2020 and held it in 12 quarters.
Walled Lake Planning & Wealth Management's Barrick Mining position peaked at $275K in Q1 2022.
1,010 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.