Marshall Financial Group (Maryland)’s Gold Fields GFI Stock Holding History

Marshall Financial Group (Maryland)’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	$1.01M	Sell	30,114 -621	-2%	-$25.9K	0.15%	132
2026 Q1	$1.4M	Buy	30,735 +405	+1%	+$20.4K	0.22%	87
2025 Q4	$1.32M	Sell	30,330 -12,895	-30%	-$539K	0.26%	84
2025 Q3	$1.81M	Buy	43,225 +1,259	+3%	+$39K	0.35%	63
2025 Q2	$1.04M	Buy	+41,966	New	+$964K	0.2%	114
2023 Q3	–	Sell	-10,527	Closed	-$146K	–	167
2023 Q2	$146K	Sell	10,527 -1,777	-14%	-$27K	0.05%	172
2023 Q1	$164K	Sell	12,304 -92,989	-88%	-$1.04M	0.06%	171
2022 Q4	$1.09M	Buy	105,293 +46,028	+78%	+$446K	0.42%	76
2022 Q3	$479K	Buy	59,265 +1,019	+2%	+$8.77K	0.2%	131
2022 Q2	$531K	Buy	+58,246	New	+$696K	0.21%	133

Other funds holding GFI

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Marshall Financial Group (Maryland)'s GFI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Gold Fields (GFI) stake by 2% in Q2 2026, selling an estimated $25.9K and leaving 30,114 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #132.

Marshall Financial Group (Maryland) first reported a position in GFI in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.81M in Q3 2025. 369 funds tracked by Wall St. Rank hold GFI as of Q2 2026.

Marshall Financial Group (Maryland) held 30,114 shares of Gold Fields worth $1.01M as of Q2 2026.
Marshall Financial Group (Maryland) sold 621 Gold Fields shares in Q2 2026, an estimated $25.9K.
Gold Fields made up 0.15% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #132 holding.
Marshall Financial Group (Maryland) first reported a position in Gold Fields in Q2 2022 and has held it in 10 quarters since.
Marshall Financial Group (Maryland)'s Gold Fields position peaked at $1.81M in Q3 2025.
369 funds tracked by Wall St. Rank held Gold Fields as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.