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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $399M AUM 23.33% 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. 162 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.
162 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.