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

SOA 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
2026 Q2	$1.14K	Hold	40	–	–	﹤0.01%	795
2026 Q1	$1.29K	Hold	40	–	–	﹤0.01%	730
2025 Q4	$922	Hold	40	–	–	﹤0.01%	757
2025 Q3	$919	Hold	40	–	–	﹤0.01%	771
2025 Q2	$882	Hold	40	–	–	﹤0.01%	761
2025 Q1	$911	Hold	40	–	–	﹤0.01%	747
2024 Q4	$871	Hold	40	–	–	﹤0.01%	742
2024 Q3	$840	Hold	40	–	–	﹤0.01%	724
2024 Q2	$886	Hold	40	–	–	﹤0.01%	731
2024 Q1	$882	Hold	40	–	–	﹤0.01%	775
2023 Q4	$802	Hold	40	–	–	﹤0.01%	772
2023 Q3	$900	Hold	40	–	–	﹤0.01%	784
2023 Q2	$780	Hold	40	–	–	﹤0.01%	802
2023 Q1	$805	Hold	40	–	–	﹤0.01%	809
2022 Q4	$849	Hold	40	–	–	﹤0.01%	808
2022 Q3	$0	Hold	40	–	–	﹤0.01%	880
2022 Q2	$0	Hold	40	–	–	﹤0.01%	891
2022 Q1	$0	Hold	40	–	–	﹤0.01%	939
2021 Q4	$0	Hold	40	–	–	﹤0.01%	915
2021 Q3	$0	Hold	40	–	–	﹤0.01%	928
2021 Q2	$0	Hold	40	–	–	﹤0.01%	901
2021 Q1	$0	Hold	40	–	–	﹤0.01%	849
2020 Q4	$0	Buy	+40	New	+$452	﹤0.01%	825

Other funds holding GSG

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

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

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

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

SIM

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

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SOA Wealth Advisors's GSG Position: Q2 2026 in Review

SOA Wealth Advisors held its iShares S&P GSCI Commodity-Indexed Trust (GSG) position steady in Q2 2026 at 40 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

SOA Wealth Advisors first reported a position in GSG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.29K in Q1 2026. 141 funds tracked by Wall St. Rank hold GSG as of Q2 2026.

SOA Wealth Advisors held 40 shares of iShares S&P GSCI Commodity-Indexed Trust worth $1.14K as of Q2 2026.
SOA Wealth Advisors left its iShares S&P GSCI Commodity-Indexed Trust share count unchanged in Q2 2026.
iShares S&P GSCI Commodity-Indexed Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #795 holding.
SOA Wealth Advisors first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares S&P GSCI Commodity-Indexed Trust position peaked at $1.29K in Q1 2026.
141 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.