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Ehrlich Financial Group’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Ehrlich Financial Group’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 		$235K Buy
7,728
+149
+2% +$5.03K 0.12% 108
2026
Q1 		$256K Buy
+7,579
New +$217K 0.15% 101

Other funds holding COMT

TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 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

Ehrlich Financial Group's COMT Position: Q2 2026 in Review

Ehrlich Financial Group increased its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 2% in Q2 2026, buying an estimated $5.03K and bringing the position to 7,728 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #108.

Ehrlich Financial Group first reported a position in COMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $256K in Q1 2026. 40 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

  • Ehrlich Financial Group held 7,728 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $235K as of Q2 2026.
  • Ehrlich Financial Group bought 149 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2026, an estimated $5.03K.
  • iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.12% of Ehrlich Financial Group's portfolio in Q2 2026, its #108 holding.
  • Ehrlich Financial Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Ehrlich Financial Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $256K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.