Capstone Financial Advisors’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

Capstone Financial Advisors’s Portfolio GSG Stock Details GSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$275K	Hold	9,600	–	–	0.01%	149
2026 Q1	$310K	Hold	9,600	–	–	0.02%	136
2025 Q4	$221K	Hold	9,600	–	–	0.01%	165
2025 Q3	$221K	Hold	9,600	–	–	0.01%	166
2025 Q2	$212K	Hold	9,600	–	–	0.01%	155
2025 Q1	$219K	Hold	9,600	–	–	0.01%	136
2024 Q4	$209K	Hold	9,600	–	–	0.01%	141
2024 Q3	$202K	Hold	9,600	–	–	0.01%	140
2024 Q2	$213K	Hold	9,600	–	–	0.01%	135
2024 Q1	$212K	Buy	+9,600	New	+$202K	0.01%	131
2023 Q4	–	Sell	-9,600	Closed	-$216K	–	152
2023 Q3	$216K	Buy	+9,600	New	+$206K	0.02%	120
2023 Q1	–	Sell	-9,600	Closed	-$204K	–	143
2022 Q4	$204K	Buy	+9,600	New	+$206K	0.02%	115
2022 Q3	–	Sell	-9,600	Closed	-$222K	–	148
2022 Q2	$222K	Hold	9,600	–	–	0.02%	109
2022 Q1	$217K	Buy	+9,600	New	+$198K	0.02%	116

Other funds holding GSG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capstone Financial Advisors's GSG Position: Q2 2026 in Review

Capstone Financial Advisors held its iShares S&P GSCI Commodity-Indexed Trust (GSG) position steady in Q2 2026 at 9,600 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #149.

Capstone Financial Advisors first reported a position in GSG in Q1 2022 and has held it in 14 quarters since. The position peaked at $310K in Q1 2026. 141 funds tracked by Wall St. Rank hold GSG as of Q2 2026.

Capstone Financial Advisors held 9,600 shares of iShares S&P GSCI Commodity-Indexed Trust worth $275K as of Q2 2026.
Capstone Financial Advisors left its iShares S&P GSCI Commodity-Indexed Trust share count unchanged in Q2 2026.
iShares S&P GSCI Commodity-Indexed Trust made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #149 holding.
Capstone Financial Advisors first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q1 2022 and has held it in 14 quarters since.
Capstone Financial Advisors's iShares S&P GSCI Commodity-Indexed Trust position peaked at $310K in Q1 2026.
141 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.