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Stonehaven Wealth & Tax Solutions’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

Stonehaven Wealth & Tax Solutions’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
Q3 		– Sell
-19,402
Closed -$428K – 84
2025
Q2 		$428K Sell
19,402
-190
-1% -$4.12K 0.42% 39
2025
Q1 		$446K Buy
19,592
+7,805
+66% +$175K 0.47% 37
2024
Q4 		$257K Buy
+11,787
New +$251K 0.28% 71

Other funds holding GSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's GSG Position: Q3 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q3 2025, closing a stake of 19,402 shares — an estimated $428K sold.

Stonehaven Wealth & Tax Solutions first reported a position in GSG in Q4 2024 and held it in 3 quarters. The position peaked at $446K in Q1 2025. 117 funds tracked by Wall St. Rank hold GSG as of Q3 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q3 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 19,402 iShares S&P GSCI Commodity-Indexed Trust shares in Q3 2025, an estimated $428K.
  • Stonehaven Wealth & Tax Solutions first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q4 2024 and held it in 3 quarters.
  • Stonehaven Wealth & Tax Solutions's iShares S&P GSCI Commodity-Indexed Trust position peaked at $446K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q3 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.