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GeoWealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-5,624
Closed -$142K – 1213
2024
Q4 		$142K Buy
5,624
+1,117
+25% +$29.1K ﹤0.01% 870
2024
Q3 		$117K Buy
+4,507
New +$118K ﹤0.01% 863

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

GeoWealth Management's COMT Position: Q1 2025 in Review

GeoWealth Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2025, closing a stake of 5,624 shares — an estimated $142K sold.

GeoWealth Management first reported a position in COMT in Q3 2024 and held it in 2 quarters. The position peaked at $142K in Q4 2024. 142 funds tracked by Wall St. Rank hold COMT as of Q1 2025.

  • GeoWealth Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 5,624 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2025, an estimated $142K.
  • GeoWealth Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $142K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.