Corient Private Wealth
COMT icon

Corient Private Wealth’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Corient Private Wealth’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
2025
Q4 		– Sell
-17,596
Closed -$472K – 2739
2025
Q3 		$472K Buy
17,596
+10
+0.1% +$265 ﹤0.01% 1824
2025
Q2 		$455K Sell
17,586
-576
-3% -$14.6K ﹤0.01% 1753
2025
Q1 		$481K Sell
18,162
-990
-5% -$25.8K ﹤0.01% 1617
2024
Q4 		$485K Sell
19,152
-5,054
-21% -$132K ﹤0.01% 1634
2024
Q3 		$627K Sell
24,206
-3,641
-13% -$95.5K ﹤0.01% 1619
2024
Q2 		$761K Buy
27,847
+9,747
+54% +$266K ﹤0.01% 1442
2024
Q1 		$489K Buy
18,100
+5,634
+45% +$145K ﹤0.01% 1637
2023
Q4 		$313K Sell
12,466
-747
-6% -$20.5K ﹤0.01% 1844
2023
Q3 		$385K Buy
13,213
+826
+7% +$23.3K ﹤0.01% 1630
2023
Q2 		$322K Sell
12,387
-135
-1% -$3.55K ﹤0.01% 1663
2023
Q1 		$338K Sell
12,522
-1,054
-8% -$28.7K ﹤0.01% 1555
2022
Q4 		$383K Buy
+13,576
New +$484K ﹤0.01% 1240

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $361M AUM 23.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Corient Private Wealth's COMT Position: Q4 2025 in Review

Corient Private Wealth sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2025, closing a stake of 17,596 shares — an estimated $472K sold.

Corient Private Wealth first reported a position in COMT in Q4 2022 and held it in 12 quarters. The position peaked at $761K in Q2 2024. 131 funds tracked by Wall St. Rank hold COMT as of Q4 2025.

  • Corient Private Wealth reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 17,596 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2025, an estimated $472K.
  • Corient Private Wealth first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2022 and held it in 12 quarters.
  • Corient Private Wealth's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $761K in Q2 2024.
  • 131 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.