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

Evolution 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	$2.8M	Buy	92,201 +735	+0.8%	+$24.8K	0.33%	43
2026 Q1	$3.09M	Sell	91,466 -32,211	-26%	-$922K	0.32%	42
2025 Q4	$3.08M	Sell	123,677 -17,916	-13%	-$474K	0.31%	41
2025 Q3	$3.8M	Sell	141,593 -13,460	-9%	-$356K	0.51%	37
2025 Q2	$4.01M	Sell	155,053 -10,281	-6%	-$260K	0.59%	31
2025 Q1	$4.38M	Sell	165,334 -170,550	-51%	-$4.45M	0.73%	27
2024 Q4	$8.5M	Buy	335,884 +102,473	+44%	+$2.67M	1.42%	18
2024 Q3	$6.05M	Sell	233,411 -1,320	-0.6%	-$34.6K	1.09%	21
2024 Q2	$6.41M	Buy	234,731 +8,525	+4%	+$233K	1.25%	21
2024 Q1	$6.11M	Sell	226,206 -39,930	-15%	-$1.03M	1.17%	21
2023 Q4	$6.67M	Sell	266,136 -12,206	-4%	-$334K	1.34%	19
2023 Q3	$8.11M	Buy	278,342 +7,530	+3%	+$213K	1.81%	17
2023 Q2	$7.04M	Buy	270,812 +7,961	+3%	+$210K	1.55%	18
2023 Q1	$7.1M	Buy	262,851 +22,652	+9%	+$618K	1.71%	18
2022 Q4	$6.77M	Sell	240,199 -205,973	-46%	-$7.34M	1.71%	17
2022 Q3	$15.9M	Buy	446,172 +5,903	+1%	+$227K	4.37%	6
2022 Q2	$18M	Sell	440,269 -142,240	-24%	-$6.04M	4.56%	6
2022 Q1	$23.3M	Buy	582,509 +25,701	+5%	+$932K	4.79%	5
2021 Q4	$17.2M	Buy	+556,808	New	+$19.7M	2.6%	11

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

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

Evolution Wealth Advisors increased its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 0.8% in Q2 2026, buying an estimated $24.8K and bringing the position to 92,201 shares worth $2.8M. The position accounts for 0.33% of the portfolio, ranked #43.

Evolution Wealth Advisors first reported a position in COMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.3M in Q1 2022. 162 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

Evolution Wealth Advisors held 92,201 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $2.8M as of Q2 2026.
Evolution Wealth Advisors bought 735 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2026, an estimated $24.8K.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.33% of Evolution Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Evolution Wealth Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2021 and has held it in 19 quarters since.
Evolution Wealth Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $23.3M in Q1 2022.
162 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.