PDS Planning’s Gold Fields GFI Stock Holding History

PDS 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 Q1	–	Sell	-4,671	Closed	-$204K	–	574
2025 Q4	$204K	Sell	4,671 -257	-5%	-$10.7K	0.01%	517
2025 Q3	$207K	Buy	+4,928	New	+$153K	0.01%	491

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

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

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

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

PDS Planning's GFI Position: Q1 2026 in Review

PDS Planning sold out of Gold Fields (GFI) in Q1 2026, closing a stake of 4,671 shares — an estimated $204K sold.

PDS Planning first reported a position in GFI in Q3 2025 and held it in 2 quarters. The position peaked at $207K in Q3 2025. 388 funds tracked by Wall St. Rank hold GFI as of Q1 2026.

PDS Planning reported no remaining Gold Fields position as of Q1 2026 after selling out during the quarter.
PDS Planning sold 4,671 Gold Fields shares in Q1 2026, an estimated $204K.
PDS Planning first reported a position in Gold Fields in Q3 2025 and held it in 2 quarters.
PDS Planning's Gold Fields position peaked at $207K in Q3 2025.
388 funds tracked by Wall St. Rank held Gold Fields as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.