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

Kingswood 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
2024 Q3	–	Sell	-11,900	Closed	-$264K	–	703
2024 Q2	$264K	Hold	11,900	–	–	0.02%	561
2024 Q1	$263K	Hold	11,900	–	–	0.03%	522
2023 Q4	$239K	Hold	11,900	–	–	0.03%	534
2023 Q3	$268K	Hold	11,900	–	–	0.05%	343
2023 Q2	$232K	Buy	+11,900	New	+$234K	0.07%	231

Other funds holding GSG

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

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

SIM

Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Kingswood Wealth Advisors's GSG Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q3 2024, closing a stake of 11,900 shares — an estimated $264K sold.

Kingswood Wealth Advisors first reported a position in GSG in Q2 2023 and held it in 5 quarters. The position peaked at $268K in Q3 2023. 127 funds tracked by Wall St. Rank hold GSG as of Q3 2024.

Kingswood Wealth Advisors reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q3 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 11,900 iShares S&P GSCI Commodity-Indexed Trust shares in Q3 2024, an estimated $264K.
Kingswood Wealth Advisors first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q2 2023 and held it in 5 quarters.
Kingswood Wealth Advisors's iShares S&P GSCI Commodity-Indexed Trust position peaked at $268K in Q3 2023.
127 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.