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

Spire 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	-775	Closed	-$17.4K	–	2402
2023 Q3	$17.4K	Sell	775 -747	-49%	-$16K	﹤0.01%	1552
2023 Q2	$29.7K	Buy	1,522 +747	+96%	+$14.7K	﹤0.01%	1416
2023 Q1	$15.6K	Hold	775	–	–	﹤0.01%	1707
2022 Q4	$16K	Hold	775	–	–	﹤0.01%	1456
2022 Q3	$16K	Hold	775	–	–	﹤0.01%	1407
2022 Q2	$18K	Sell	775 -1,288	-62%	-$31.1K	﹤0.01%	1714
2022 Q1	$47K	Hold	2,063	–	–	﹤0.01%	1470
2021 Q4	$35K	Sell	2,063 -150	-7%	-$2.59K	﹤0.01%	1886
2021 Q3	$37K	Hold	2,213	–	–	﹤0.01%	1596
2021 Q2	$36K	Buy	2,213 +937	+73%	+$14.3K	﹤0.01%	1628
2021 Q1	$18K	Buy	+1,276	New	+$17.5K	﹤0.01%	2190

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SIM

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

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

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

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

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

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

Spire Wealth Management sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q4 2023, closing a stake of 775 shares — an estimated $17.4K sold.

Spire Wealth Management first reported a position in GSG in Q1 2021 and held it in 11 quarters. The position peaked at $47K in Q1 2022. 138 funds tracked by Wall St. Rank hold GSG as of Q4 2023.

Spire Wealth Management reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 775 iShares S&P GSCI Commodity-Indexed Trust shares in Q4 2023, an estimated $17.4K.
Spire Wealth Management first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's iShares S&P GSCI Commodity-Indexed Trust position peaked at $47K in Q1 2022.
138 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.