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Forum Finance Group’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Forum Finance 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 		$5K Hold
200
– – ﹤0.01% 312
2026
Q1 		$6K Buy
+200
New +$5.73K ﹤0.01% 284

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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

Forum Finance Group's COMT Position: Q2 2026 in Review

Forum Finance Group held its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) position steady in Q2 2026 at 200 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Forum Finance Group first reported a position in COMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $6K in Q1 2026. 162 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

  • Forum Finance Group held 200 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $5K as of Q2 2026.
  • Forum Finance Group left its iShares GSCI Commodity Dynamic Roll Strategy ETF share count unchanged in Q2 2026.
  • iShares GSCI Commodity Dynamic Roll Strategy ETF made up ﹤0.01% of Forum Finance Group's portfolio in Q2 2026, its #312 holding.
  • Forum Finance Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $6K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.