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Congress Wealth Management’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

Congress Wealth Management’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
2025
Q2 		$395K Hold
17,930
– – ﹤0.01% 993
2025
Q1 		$408K Hold
17,930
– – ﹤0.01% 870
2024
Q4 		$390K Hold
17,930
– – 0.01% 699
2024
Q3 		$377K Hold
17,930
– – 0.01% 690
2024
Q2 		$397K Sell
17,930
-161
-0.9% -$3.58K 0.01% 565
2024
Q1 		$399K Hold
18,091
– – 0.01% 475
2023
Q4 		$363K Hold
18,091
– – 0.01% 506
2023
Q3 		$407K Buy
+18,091
New +$389K 0.01% 485

Other funds holding GSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Congress Wealth Management's GSG Position: Q2 2025 in Review

Congress Wealth Management held its iShares S&P GSCI Commodity-Indexed Trust (GSG) position steady in Q2 2025 at 17,930 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Congress Wealth Management first reported a position in GSG in Q3 2023 and has held it in 8 quarters since. The position peaked at $408K in Q1 2025. 120 funds tracked by Wall St. Rank hold GSG as of Q2 2025.

  • Congress Wealth Management held 17,930 shares of iShares S&P GSCI Commodity-Indexed Trust worth $395K as of Q2 2025.
  • Congress Wealth Management left its iShares S&P GSCI Commodity-Indexed Trust share count unchanged in Q2 2025.
  • iShares S&P GSCI Commodity-Indexed Trust made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #993 holding.
  • Congress Wealth Management first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q3 2023 and has held it in 8 quarters since.
  • Congress Wealth Management's iShares S&P GSCI Commodity-Indexed Trust position peaked at $408K in Q1 2025.
  • 120 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.