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EP Wealth Advisors’s Gold Fields GFI Stock Holding History

EP Wealth Advisors’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
-4,755
Closed -$216K – 1783
2026
Q1 		$216K Sell
4,755
-229
-5% -$11.5K ﹤0.01% 1372
2025
Q4 		$218K Buy
+4,984
New +$208K ﹤0.01% 1342

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

EP Wealth Advisors's GFI Position: Q2 2026 in Review

EP Wealth Advisors sold out of Gold Fields (GFI) in Q2 2026, closing a stake of 4,755 shares — an estimated $216K sold.

EP Wealth Advisors first reported a position in GFI in Q4 2025 and held it in 2 quarters. The position peaked at $218K in Q4 2025. 372 funds tracked by Wall St. Rank hold GFI as of Q2 2026.

  • EP Wealth Advisors reported no remaining Gold Fields position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 4,755 Gold Fields shares in Q2 2026, an estimated $216K.
  • EP Wealth Advisors first reported a position in Gold Fields in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Gold Fields position peaked at $218K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Gold Fields as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.