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WealthPLAN Partners’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-8,550
Closed -$167K – 633
2023
Q2 		$167K Sell
8,550
-663
-7% -$13.1K 0.02% 321
2023
Q1 		$185K Buy
+9,213
New +$187K 0.02% 317
2022
Q1 		$218K Buy
+9,213
New +$190K 0.02% 362

Other funds holding GSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WealthPLAN Partners's GSG Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q3 2023, closing a stake of 8,550 shares — an estimated $167K sold.

WealthPLAN Partners first reported a position in GSG in Q1 2022 and held it in 3 quarters. The position peaked at $218K in Q1 2022. 149 funds tracked by Wall St. Rank hold GSG as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 8,550 iShares S&P GSCI Commodity-Indexed Trust shares in Q3 2023, an estimated $167K.
  • WealthPLAN Partners first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q1 2022 and held it in 3 quarters.
  • WealthPLAN Partners's iShares S&P GSCI Commodity-Indexed Trust position peaked at $218K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.