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

Crusonia 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	$1.21M	Sell	39,779 -555	-1%	-$18.7K	0.2%	84
2026 Q1	$1.36M	Sell	40,334 -812	-2%	-$23.2K	0.28%	65
2025 Q4	$1.02M	Buy	+41,146	New	+$1.09M	0.23%	73

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

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

Crusonia Wealth Advisors reduced its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 1.4% in Q2 2026, selling an estimated $18.7K and leaving 39,779 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #84.

Crusonia Wealth Advisors first reported a position in COMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q1 2026. 162 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

Crusonia Wealth Advisors held 39,779 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $1.21M as of Q2 2026.
Crusonia Wealth Advisors sold 555 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2026, an estimated $18.7K.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.2% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Crusonia Wealth Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2025 and has held it in 3 quarters since.
Crusonia Wealth Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $1.36M in Q1 2026.
162 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.