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

Gupta 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
2016
Q1 		$6K Hold
400
– – ﹤0.01% 936
2015
Q4 		$6K Sell
400
-2,835
-88% -$45.1K ﹤0.01% 991
2015
Q3 		$55K Hold
3,235
– – 0.01% 434
2015
Q2 		$68K Buy
3,235
+1,485
+85% +$31.2K 0.02% 406
2015
Q1 		$34K Buy
+1,750
New +$35.1K 0.01% 470

Other funds holding GSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's GSG Position: Q1 2016 in Review

Gupta Wealth Management held its iShares S&P GSCI Commodity-Indexed Trust (GSG) position steady in Q1 2016 at 400 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Gupta Wealth Management first reported a position in GSG in Q1 2015 and has held it in 5 quarters since. The position peaked at $68K in Q2 2015. 87 funds tracked by Wall St. Rank hold GSG as of Q1 2016.

  • Gupta Wealth Management held 400 shares of iShares S&P GSCI Commodity-Indexed Trust worth $6K as of Q1 2016.
  • Gupta Wealth Management left its iShares S&P GSCI Commodity-Indexed Trust share count unchanged in Q1 2016.
  • iShares S&P GSCI Commodity-Indexed Trust made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #936 holding.
  • Gupta Wealth Management first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares S&P GSCI Commodity-Indexed Trust position peaked at $68K in Q2 2015.
  • 87 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.