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

Guidant 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
2019
Q3 		$662K Sell
44,002
-14,808
-25% -$226K 0.25% 60
2019
Q2 		$920K Buy
58,810
+153
+0.3% +$2.44K 0.36% 49
2019
Q1 		$936K Sell
58,657
-2,471
-4% -$38.1K 0.36% 50
2018
Q4 		$857K Buy
+61,128
New +$996K 0.4% 51

Other funds holding GSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Guidant Wealth Advisors's GSG Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its iShares S&P GSCI Commodity-Indexed Trust (GSG) stake by 25% in Q3 2019, selling an estimated $226K and leaving 44,002 shares worth $662K. The position accounts for 0.25% of the portfolio, ranked #60.

Guidant Wealth Advisors first reported a position in GSG in Q4 2018 and has held it in 4 quarters since. The position peaked at $936K in Q1 2019. 97 funds tracked by Wall St. Rank hold GSG as of Q3 2019.

  • Guidant Wealth Advisors held 44,002 shares of iShares S&P GSCI Commodity-Indexed Trust worth $662K as of Q3 2019.
  • Guidant Wealth Advisors sold 14,808 iShares S&P GSCI Commodity-Indexed Trust shares in Q3 2019, an estimated $226K.
  • iShares S&P GSCI Commodity-Indexed Trust made up 0.25% of Guidant Wealth Advisors's portfolio in Q3 2019, its #60 holding.
  • Guidant Wealth Advisors first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q4 2018 and has held it in 4 quarters since.
  • Guidant Wealth Advisors's iShares S&P GSCI Commodity-Indexed Trust position peaked at $936K in Q1 2019.
  • 97 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.