GSG

Ishares S&p Gsci Commodity I

2 super-investor ownerscombined $23Mlargest position 0.7%

1 NEW

2 super-investors hold GSG worth a combined $23M. The largest position: Stanley Druckenmiller at 0.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 42 — ranked #106 of 724 scored stocks.

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Why super-investors own GSG

Stanley Druckenmiller initiated a new $21M position in GSG in 2026Q1, representing 0.7% of his portfolio and accounting for nearly all of the cohort's $23M combined exposure. Joel Greenblatt holds a negligible $2M slice. With owner count rising from one to two this quarter — driven entirely by Druckenmiller's entry — interest is technically ticking up, though the cohort remains extremely thin. GSG is a broad commodity index ETF offering diversified exposure across energy, agriculture, and metals; Druckenmiller's move suggests a tactical macro allocation rather than deep fundamental conviction in any single commodity. No other super-investors in the tracked cohort have built positions.

AI-synthesized from 13F filings. Not investment advice.