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

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

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. 162 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.
162 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.