AWA
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Aletheian Wealth Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Aletheian Wealth Advisors’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89M Buy
62,373
+684
+1% +$23.1K 0.81% 27
2026
Q1 		$2.09M Buy
+61,689
New +$1.77M 1.02% 24
2025
Q3 		$1.65M Buy
61,275
+1,757
+3% +$46.5K 0.76% 28
2025
Q2 		$1.54M Buy
59,518
+13,914
+31% +$352K 0.76% 29
2025
Q1 		$1.21M Buy
45,604
+6,542
+17% +$171K 0.68% 29
2024
Q4 		$989K Buy
39,062
+165
+0.4% +$4.3K 0.58% 39
2024
Q3 		$1.01M Buy
+38,897
New +$1.02M 0.59% 35
2022
Q4 		– Sell
-6,439
Closed -$230K – 83
2022
Q3 		$230K Buy
6,439
+373
+6% +$14.3K 0.26% 49
2022
Q2 		$248K Sell
6,066
-720
-11% -$30.6K 0.25% 50
2022
Q1 		$272K Buy
+6,786
New +$246K 0.26% 50

Other funds holding COMT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Aletheian Wealth Advisors's COMT Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 1.1% in Q2 2026, buying an estimated $23.1K and bringing the position to 62,373 shares worth $1.89M. The position accounts for 0.81% of the portfolio, ranked #27.

Aletheian Wealth Advisors first reported a position in COMT in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.09M in Q1 2026. 22 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

  • Aletheian Wealth Advisors held 62,373 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $1.89M as of Q2 2026.
  • Aletheian Wealth Advisors bought 684 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2026, an estimated $23.1K.
  • iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.81% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Aletheian Wealth Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2022 and has held it in 10 quarters since.
  • Aletheian Wealth Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $2.09M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.