GSG — ISHARES S&P GSCI COMMODITY INDEXED TRUST

Ownership history in Root Financial Partners, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Root Financial Partners, LLC reported a position in ISHARES S&P GSCI COMMODITY INDEXED TRUST (GSG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 100 — — 0.00% $2K $22.97
% of Fund (quarterly)    GSG price (monthly, adj. close)

Other funds also holding GSG

As of 2025 Q4 — sorted by position size

STRATEGIC INVESTMENT MANAGEMENT, LLC 3Y 7Y 11.07% WASHINGTON GROWTH STRATEGIES LLC 1.97% Quent Capital, LLC 3Y 1.39% Alliance Wealth Advisors, LLC /UT 3Y 0.52% Inscription Capital, LLC 3Y 0.41% DT Investment Partners, LLC 3Y 7Y 0.34% Aspect Partners, LLC 0.24% PATTON FUND MANAGEMENT, INC. 3Y 0.2% Wealth Advisory Solutions, LLC 3Y 0.17% MONECO ADVISORS, LLC 3Y 7Y 0.17%
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