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Carolina Wealth Advisors, LLC → GFIOF

Carolina Wealth Advisors, LLC GFIOF Position History

Gold Fields Limited • Basic Materials

Quarters held
4
Latest value
$2.2M
Q3 2026
Peak value
$2.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2K
Q1 2026$2.4M
Q2 2026$2M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M60.0K——
Q2 2026$2M59.0K——
Q1 2026$2.4M53.9K——
Q4 2025$2K40——

Other funds holding GFIOF

Other Carolina Wealth Advisors, LLC positions

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BNY MELLON US LARGE CAP CORE EQUITY ETF

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SCHW-PJ

SCHWAB US TIPS ETF

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SCHW-PJ

SCHWAB US TIPS ETF

$12.5M
SCHW-PJ

SCHWAB US TIPS ETF

$12.4M
SCHW-PJ

SCHWAB US TIPS ETF

$12M
LEO

BNY MELLON US LARGE CAP CORE EQUITY ETF

$10.4M