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Forvis Mazars Wealth Advisors’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

Forvis Mazars Wealth Advisors’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
2022
Q4 		– Sell
-9,699
Closed -$200K – 396
2022
Q3 		$200K Hold
9,699
– – 0.01% 376
2022
Q2 		$224K Buy
+9,699
New +$235K 0.01% 361

Other funds holding GSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Forvis Mazars Wealth Advisors's GSG Position: Q4 2022 in Review

Forvis Mazars Wealth Advisors sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q4 2022, closing a stake of 9,699 shares — an estimated $200K sold.

Forvis Mazars Wealth Advisors first reported a position in GSG in Q2 2022 and held it in 2 quarters. The position peaked at $224K in Q2 2022. 161 funds tracked by Wall St. Rank hold GSG as of Q4 2022.

  • Forvis Mazars Wealth Advisors reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q4 2022 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 9,699 iShares S&P GSCI Commodity-Indexed Trust shares in Q4 2022, an estimated $200K.
  • Forvis Mazars Wealth Advisors first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q2 2022 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's iShares S&P GSCI Commodity-Indexed Trust position peaked at $224K in Q2 2022.
  • 161 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q4 2022.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.