Carson Wealth (CWM LLC)’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$36.8K	Buy	1,141 +1,000	+709%	+$26.7K	﹤0.01%	4022
2025 Q4	$3K	Hold	141	–	–	﹤0.01%	4976
2025 Q3	$3K	Buy	+141	New	+$3.19K	﹤0.01%	4898
2025 Q1	–	Sell	-207	Closed	-$5K	–	5112
2024 Q4	$5K	Buy	+207	New	+$4.41K	﹤0.01%	4204
2022 Q4	–	Sell	-218	Closed	-$4K	–	4082
2022 Q3	$4K	Sell	218 -118	-35%	-$2.6K	﹤0.01%	3173
2022 Q2	$8K	Buy	336 +118	+54%	+$2.85K	﹤0.01%	2700
2022 Q1	$5K	Hold	218	–	–	﹤0.01%	2833
2021 Q4	$4K	Buy	+218	New	+$3.76K	﹤0.01%	2829
2015 Q4	–	Sell	-47	Closed	-$1K	–	712
2015 Q3	$1K	Buy	+47	New	+$845	﹤0.01%	606

Other funds holding GSG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GSG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares S&P GSCI Commodity-Indexed Trust (GSG) stake by 709% in Q1 2026, buying an estimated $26.7K and bringing the position to 1,141 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4022.

Carson Wealth (CWM LLC) first reported a position in GSG in Q3 2015 and has held it in 9 quarters since. 144 funds tracked by Wall St. Rank hold GSG as of Q1 2026.

Carson Wealth (CWM LLC) held 1,141 shares of iShares S&P GSCI Commodity-Indexed Trust worth $36.8K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,000 iShares S&P GSCI Commodity-Indexed Trust shares in Q1 2026, an estimated $26.7K.
iShares S&P GSCI Commodity-Indexed Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4022 holding.
Carson Wealth (CWM LLC) first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q3 2015 and has held it in 9 quarters since.
144 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.