Primoris Wealth Advisors’s Gold Fields GFI Stock Holding History

Primoris 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	$588K	Hold	17,507	–	–	0.27%	68
2026 Q1	$795K	Hold	17,507	–	–	0.56%	42
2025 Q4	$764K	Sell	17,507 -1,000	-5%	-$41.8K	0.46%	51
2025 Q3	$777K	Hold	18,507	–	–	0.49%	48
2025 Q2	$438K	Sell	18,507 -2,093	-10%	-$48.1K	0.3%	64
2025 Q1	$455K	Hold	20,600	–	–	0.35%	64
2024 Q4	$272K	Sell	20,600 -3,449	-14%	-$52.5K	0.21%	77
2024 Q3	$369K	Hold	24,049	–	–	0.27%	72
2024 Q2	$358K	Sell	24,049 -6,001	-20%	-$97.5K	0.29%	72
2024 Q1	$446K	Buy	+30,050	New	+$418K	0.36%	65

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

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

Primoris Wealth Advisors held its Gold Fields (GFI) position steady in Q2 2026 at 17,507 shares worth $588K. The position accounts for 0.27% of the portfolio, ranked #68.

Primoris Wealth Advisors first reported a position in GFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $795K in Q1 2026. 372 funds tracked by Wall St. Rank hold GFI as of Q2 2026.

Primoris Wealth Advisors held 17,507 shares of Gold Fields worth $588K as of Q2 2026.
Primoris Wealth Advisors left its Gold Fields share count unchanged in Q2 2026.
Gold Fields made up 0.27% of Primoris Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Primoris Wealth Advisors first reported a position in Gold Fields in Q1 2024 and has held it in 10 quarters since.
Primoris Wealth Advisors's Gold Fields position peaked at $795K in Q1 2026.
372 funds tracked by Wall St. Rank held Gold Fields as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.