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

Mascoma 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
2023 Q4	–	Sell	-43	Closed	-$968	–	488
2023 Q3	$968	Hold	43	–	–	﹤0.01%	483
2023 Q2	$925	Sell	43 -22	-34%	-$433	﹤0.01%	462
2023 Q1	$1.29K	Sell	65 -4,746	-99%	-$96.5K	﹤0.01%	558
2022 Q4	$102K	Sell	4,811 -14,350	-75%	-$308K	0.03%	161
2022 Q3	$394K	Sell	19,161 -913	-5%	-$20.1K	0.14%	79
2022 Q2	$464K	Buy	20,074 +6,311	+46%	+$153K	0.16%	73
2022 Q1	$312K	Buy	13,763 +13,436	+4,109%	+$277K	0.1%	93
2021 Q4	$6K	Hold	327	–	–	﹤0.01%	442
2021 Q3	$6K	Buy	+327	New	+$5.23K	﹤0.01%	371

Other funds holding GSG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mascoma Wealth Management's GSG Position: Q4 2023 in Review

Mascoma Wealth Management sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q4 2023, closing a stake of 43 shares — an estimated $968 sold.

Mascoma Wealth Management first reported a position in GSG in Q3 2021 and held it in 9 quarters. The position peaked at $464K in Q2 2022. 138 funds tracked by Wall St. Rank hold GSG as of Q4 2023.

Mascoma Wealth Management reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q4 2023 after selling out during the quarter.
Mascoma Wealth Management sold 43 iShares S&P GSCI Commodity-Indexed Trust shares in Q4 2023, an estimated $968.
Mascoma Wealth Management first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q3 2021 and held it in 9 quarters.
Mascoma Wealth Management's iShares S&P GSCI Commodity-Indexed Trust position peaked at $464K in Q2 2022.
138 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.