CWM
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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 $5.7T AUM 30.48% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return