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

EPG 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
2024 Q2	–	Sell	-9,300	Closed	-$207K	–	247
2024 Q1	$205K	Sell	9,300 -500	-5%	-$10.5K	0.05%	249
2023 Q4	$207K	Hold	9,800	–	–	0.05%	236
2023 Q3	$221K	Buy	+9,800	New	+$210K	0.07%	228
2023 Q1	–	Sell	-9,800	Closed	-$208K	–	419
2022 Q4	$208K	Hold	9,800	–	–	0.08%	207
2022 Q3	$202K	Sell	9,800 -200	-2%	-$4.4K	0.08%	198
2022 Q2	$231K	Sell	10,000 -1,700	-15%	-$41.1K	0.1%	192
2022 Q1	$265K	Buy	+11,700	New	+$241K	0.09%	190

Other funds holding GSG

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

SLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

EPG Wealth Management's GSG Position: Q2 2024 in Review

EPG Wealth Management sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q2 2024, closing a stake of 9,300 shares — an estimated $207K sold.

EPG Wealth Management first reported a position in GSG in Q1 2022 and held it in 7 quarters. The position peaked at $265K in Q1 2022. 149 funds tracked by Wall St. Rank hold GSG as of Q2 2024.

EPG Wealth Management reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 9,300 iShares S&P GSCI Commodity-Indexed Trust shares in Q2 2024, an estimated $207K.
EPG Wealth Management first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q1 2022 and held it in 7 quarters.
EPG Wealth Management's iShares S&P GSCI Commodity-Indexed Trust position peaked at $265K in Q1 2022.
149 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.