AWM
COMT icon

Avior Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Avior Wealth Management’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 		$2.82M Sell
92,901
-1,210
-1% -$40.9K 0.07% 211
2026
Q1 		$3.18M Sell
94,111
-3,256
-3% -$93.2K 0.09% 186
2025
Q4 		$2.42M Buy
97,367
+7,810
+9% +$207K 0.08% 178
2025
Q3 		$2.4M Buy
89,557
+3,898
+5% +$103K 0.08% 172
2025
Q2 		$2.21M Sell
85,659
-2,119
-2% -$53.6K 0.08% 174
2025
Q1 		$2.32M Sell
87,778
-1,501
-2% -$39.2K 0.09% 164
2024
Q4 		$2.26M Buy
+89,279
New +$2.33M 0.08% 164
2024
Q2 		– Sell
-937
Closed -$25.3K – 2573
2024
Q1 		$25.3K Hold
937
– – ﹤0.01% 1503
2023
Q4 		$23.5K Sell
937
-56
-6% -$1.53K ﹤0.01% 861
2023
Q3 		$28.9K Sell
993
-86
-8% -$2.43K ﹤0.01% 877
2023
Q2 		$28K Hold
1,079
– – ﹤0.01% 875
2023
Q1 		$29.2K Buy
1,079
+50
+5% +$1.36K ﹤0.01% 881
2022
Q4 		$29K Sell
1,029
-350
-25% -$12.5K ﹤0.01% 708
2022
Q3 		$49K Buy
1,379
+1,252
+986% +$48.1K ﹤0.01% 606
2022
Q2 		$5K Hold
127
– – ﹤0.01% 850
2022
Q1 		$5K Sell
127
-139
-52% -$5.04K ﹤0.01% 899
2021
Q4 		$8K Buy
266
+45
+20% +$1.59K ﹤0.01% 828
2021
Q3 		$7K Buy
221
+216
+4,320% +$7.41K ﹤0.01% 805
2021
Q2 		$0 Buy
+5
New +$163 ﹤0.01% 1046
2016
Q1 		– Sell
-24
Closed -$1K – 485
2015
Q4 		$1K Buy
+24
New +$747 ﹤0.01% 425

Other funds holding COMT

AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
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

Avior Wealth Management's COMT Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 1.3% in Q2 2026, selling an estimated $40.9K and leaving 92,901 shares worth $2.82M. The position accounts for 0.07% of the portfolio, ranked #211.

Avior Wealth Management first reported a position in COMT in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.18M in Q1 2026. 22 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

  • Avior Wealth Management held 92,901 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $2.82M as of Q2 2026.
  • Avior Wealth Management sold 1,210 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2026, an estimated $40.9K.
  • iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.07% of Avior Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Avior Wealth Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2015 and has held it in 20 quarters since.
  • Avior Wealth Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $3.18M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.