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

Lenox 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 Q1	$4K	Sell	185 -65	-26%	-$1.34K	﹤0.01%	584
2021 Q4	$4K	Buy	+250	New	+$4.31K	﹤0.01%	630
2021 Q3	–	Sell	-8,100	Closed	-$130K	–	747
2021 Q2	$130K	Hold	8,100	–	–	0.02%	140
2021 Q1	$113K	Hold	8,100	–	–	0.02%	121
2020 Q4	$100K	Hold	8,100	–	–	0.01%	124
2020 Q3	$87K	Hold	8,100	–	–	0.01%	120
2020 Q2	$84K	Hold	8,100	–	–	0.01%	114
2020 Q1	$75K	Hold	8,100	–	–	0.01%	106
2019 Q4	$131K	Hold	8,100	–	–	0.02%	106
2019 Q3	$122K	Hold	8,100	–	–	0.02%	100
2019 Q2	$127K	Hold	8,100	–	–	0.02%	101
2019 Q1	$129K	Hold	8,100	–	–	0.02%	94
2018 Q4	$114K	Sell	8,100 -2,393	-23%	-$39K	0.02%	95
2018 Q3	$190K	Buy	10,493 +643	+7%	+$11.1K	0.04%	74
2018 Q2	$176K	Buy	+9,850	New	+$171K	0.04%	63
2014 Q1	–	Sell	-539	Closed	-$17K	–	251
2013 Q4	$17K	Hold	539	–	–	0.01%	124
2013 Q3	$17K	Hold	539	–	–	0.02%	70
2013 Q2	$17K	Buy	+539	New	+$16.9K	0.02%	74

Other funds holding GSG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Lenox Wealth Advisors's GSG Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its iShares S&P GSCI Commodity-Indexed Trust (GSG) stake by 26% in Q1 2022, selling an estimated $1.34K and leaving 185 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Lenox Wealth Advisors first reported a position in GSG in Q2 2013 and has held it in 18 quarters since. The position peaked at $190K in Q3 2018. 199 funds tracked by Wall St. Rank hold GSG as of Q1 2022.

Lenox Wealth Advisors held 185 shares of iShares S&P GSCI Commodity-Indexed Trust worth $4K as of Q1 2022.
Lenox Wealth Advisors sold 65 iShares S&P GSCI Commodity-Indexed Trust shares in Q1 2022, an estimated $1.34K.
iShares S&P GSCI Commodity-Indexed Trust made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #584 holding.
Lenox Wealth Advisors first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q2 2013 and has held it in 18 quarters since.
Lenox Wealth Advisors's iShares S&P GSCI Commodity-Indexed Trust position peaked at $190K in Q3 2018.
199 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.