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Mark Sheptoff Financial Planning’s Gold Fields GFI Stock Holding History

Mark Sheptoff Financial Planning’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 		$38.7K Hold
1,152
– – 0.02% 208
2026
Q1 		$48.1K Sell
1,152
-400
-26% -$20.1K 0.03% 180
2025
Q4 		$67.8K Buy
1,552
+300
+24% +$12.5K 0.03% 179
2025
Q3 		$52.5K Buy
1,252
+600
+92% +$18.6K 0.03% 190
2025
Q2 		$15.4K Buy
652
+252
+63% +$5.79K 0.01% 295
2025
Q1 		$8.84K Buy
+400
New +$7.31K ﹤0.01% 332

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

Mark Sheptoff Financial Planning's GFI Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Gold Fields (GFI) position steady in Q2 2026 at 1,152 shares worth $38.7K. The position accounts for 0.02% of the portfolio, ranked #208.

Mark Sheptoff Financial Planning first reported a position in GFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $67.8K in Q4 2025. 372 funds tracked by Wall St. Rank hold GFI as of Q2 2026.

  • Mark Sheptoff Financial Planning held 1,152 shares of Gold Fields worth $38.7K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Gold Fields share count unchanged in Q2 2026.
  • Gold Fields made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #208 holding.
  • Mark Sheptoff Financial Planning first reported a position in Gold Fields in Q1 2025 and has held it in 6 quarters since.
  • Mark Sheptoff Financial Planning's Gold Fields position peaked at $67.8K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Gold Fields as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.