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

Evermay 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
2023
Q4 		– Sell
-1,144
Closed -$25.8K – 680
2023
Q3 		$25.8K Buy
+1,144
New +$24.6K 0.01% 360

Other funds holding GSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evermay Wealth Management's GSG Position: Q4 2023 in Review

Evermay Wealth Management sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q4 2023, closing a stake of 1,144 shares — an estimated $25.8K sold.

Evermay Wealth Management first reported a position in GSG in Q3 2023 and held it in 1 quarter. The position peaked at $25.8K in Q3 2023. 138 funds tracked by Wall St. Rank hold GSG as of Q4 2023.

  • Evermay Wealth Management reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q4 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 1,144 iShares S&P GSCI Commodity-Indexed Trust shares in Q4 2023, an estimated $25.8K.
  • Evermay Wealth Management first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q3 2023 and held it in 1 quarter.
  • Evermay Wealth Management's iShares S&P GSCI Commodity-Indexed Trust position peaked at $25.8K in Q3 2023.
  • 138 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q4 2023.

Based on Evermay Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.