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Beverly Hills Private Wealth’s Gold Fields GFI Stock Holding History

Beverly Hills Private Wealth’s Portfolio GFI Stock Details GFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,096
Closed -$277K – 304
2026
Q1 		$277K Sell
6,096
-1,104
-15% -$55.5K 0.05% 279
2025
Q4 		$314K Buy
7,200
+49
+0.7% +$2.05K 0.05% 249
2025
Q3 		$300K Buy
+7,151
New +$222K 0.05% 265

Other funds holding GFI

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Beverly Hills Private Wealth's GFI Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Gold Fields (GFI) in Q2 2026, closing a stake of 6,096 shares — an estimated $277K sold.

Beverly Hills Private Wealth first reported a position in GFI in Q3 2025 and held it in 3 quarters. The position peaked at $314K in Q4 2025. 369 funds tracked by Wall St. Rank hold GFI as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Gold Fields position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 6,096 Gold Fields shares in Q2 2026, an estimated $277K.
  • Beverly Hills Private Wealth first reported a position in Gold Fields in Q3 2025 and held it in 3 quarters.
  • Beverly Hills Private Wealth's Gold Fields position peaked at $314K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Gold Fields as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.