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

Schechter Investment 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
2025 Q1	$3.28M	Sell	144,259 -513	-0.4%	-$11.5K	0.27%	74
2024 Q4	$3.15M	Sell	144,772 -10,269	-7%	-$219K	0.24%	80
2024 Q3	$3.26M	Buy	155,041 +14,719	+10%	+$312K	0.24%	80
2024 Q2	$3.11M	Buy	140,322 +1,918	+1%	+$42.7K	0.23%	81
2024 Q1	$3.05M	Sell	138,404 -9,681	-7%	-$203K	0.23%	78
2023 Q4	$2.97M	Buy	148,085 +19,236	+15%	+$405K	0.26%	74
2023 Q3	$2.9M	Sell	128,849 -23,567	-15%	-$506K	0.28%	62
2023 Q2	$2.97M	Buy	152,416 +3,419	+2%	+$67.3K	0.27%	69
2023 Q1	$3M	Buy	148,997 +6,082	+4%	+$124K	0.28%	64
2022 Q4	$3.03M	Sell	142,915 -1,249	-0.9%	-$26.8K	0.28%	62
2022 Q3	$2.97M	Buy	144,164 +8,191	+6%	+$180K	0.29%	49
2022 Q2	$3.14M	Sell	135,973 -28,420	-17%	-$687K	0.31%	46
2022 Q1	$3.72M	Sell	164,393 -159,365	-49%	-$3.28M	0.35%	40
2021 Q4	$5.54M	Buy	+323,758	New	+$5.59M	0.5%	31

Other funds holding GSG

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

SIM

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

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

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

Quent Capital New York $1.41B AUM 22.9% 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

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

Schechter Investment Advisors's GSG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its iShares S&P GSCI Commodity-Indexed Trust (GSG) stake by 0.35% in Q1 2025, selling an estimated $11.5K and leaving 144,259 shares worth $3.28M. The position accounts for 0.27% of the portfolio, ranked #74.

Schechter Investment Advisors first reported a position in GSG in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.54M in Q4 2021. 128 funds tracked by Wall St. Rank hold GSG as of Q1 2025.

Schechter Investment Advisors held 144,259 shares of iShares S&P GSCI Commodity-Indexed Trust worth $3.28M as of Q1 2025.
Schechter Investment Advisors sold 513 iShares S&P GSCI Commodity-Indexed Trust shares in Q1 2025, an estimated $11.5K.
iShares S&P GSCI Commodity-Indexed Trust made up 0.27% of Schechter Investment Advisors's portfolio in Q1 2025, its #74 holding.
Schechter Investment Advisors first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's iShares S&P GSCI Commodity-Indexed Trust position peaked at $5.54M in Q4 2021.
128 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.