Global Retirement Partners’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

Global Retirement Partners’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	-3,043	Closed	-$66K	–	3046
2022 Q3	$66K	Sell	3,043 -55	-2%	-$1.21K	0.01%	916
2022 Q2	$72K	Sell	3,098 -100	-3%	-$2.42K	0.01%	862
2022 Q1	$78K	Buy	+3,198	New	+$65.8K	0.01%	840
2021 Q1	–	Sell	-193	Closed	-$2K	–	1813
2020 Q4	$2K	Hold	193	–	–	﹤0.01%	1607
2020 Q3	$2K	Hold	193	–	–	﹤0.01%	1480
2020 Q2	$2K	Hold	193	–	–	﹤0.01%	1456
2020 Q1	$2K	Hold	193	–	–	﹤0.01%	1406
2019 Q4	$3K	Hold	193	–	–	﹤0.01%	1413
2019 Q3	$3K	Hold	193	–	–	﹤0.01%	1387
2019 Q2	$3K	Hold	193	–	–	﹤0.01%	1377
2019 Q1	$3K	Hold	193	–	–	﹤0.01%	1342
2018 Q4	$3K	Sell	193 -50	-21%	-$815	﹤0.01%	1269
2018 Q3	$4K	Hold	243	–	–	﹤0.01%	1266
2018 Q2	$4K	Hold	243	–	–	﹤0.01%	1241
2018 Q1	$4K	Hold	243	–	–	﹤0.01%	1198
2017 Q4	$4K	Hold	243	–	–	﹤0.01%	1158
2017 Q3	$7K	Hold	243	–	–	﹤0.01%	932
2017 Q2	$7K	Hold	243	–	–	﹤0.01%	863
2017 Q1	$7K	Hold	243	–	–	﹤0.01%	828
2016 Q4	$7K	Buy	+243	New	+$3.63K	﹤0.01%	771

Other funds holding GSG

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Retirement Partners's GSG Position: Q4 2022 in Review

Global Retirement Partners sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q4 2022, closing a stake of 3,043 shares — an estimated $66K sold.

Global Retirement Partners first reported a position in GSG in Q4 2016 and held it in 20 quarters. The position peaked at $78K in Q1 2022. 161 funds tracked by Wall St. Rank hold GSG as of Q4 2022.

Global Retirement Partners reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q4 2022 after selling out during the quarter.
Global Retirement Partners sold 3,043 iShares S&P GSCI Commodity-Indexed Trust shares in Q4 2022, an estimated $66K.
Global Retirement Partners first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q4 2016 and held it in 20 quarters.
Global Retirement Partners's iShares S&P GSCI Commodity-Indexed Trust position peaked at $78K in Q1 2022.
161 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.