GoalVest Advisory’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

GoalVest Advisory’s Portfolio GCC Stock Details GCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.7K	Hold	2,238	–	–	0.01%	203
2026 Q1	$53.6K	Hold	2,238	–	–	0.01%	219
2025 Q4	$47.3K	Hold	2,238	–	–	0.01%	250
2025 Q3	$47.9K	Hold	2,238	–	–	0.01%	225
2025 Q2	$44.5K	Hold	2,238	–	–	0.01%	218
2025 Q1	$43.9K	Hold	2,238	–	–	0.01%	191
2024 Q4	$42.1K	Hold	2,238	–	–	0.01%	198
2024 Q3	$42.7K	Hold	2,238	–	–	0.01%	203
2024 Q2	$42.3K	Hold	2,238	–	–	0.01%	184
2024 Q1	$41.2K	Hold	2,238	–	–	0.01%	205
2023 Q4	$37.9K	Sell	2,238 -384	-15%	-$6.71K	0.02%	163
2023 Q3	$47.2K	Hold	2,622	–	–	0.02%	149
2023 Q2	$44.7K	Buy	+2,622	New	+$45.7K	0.02%	147

Other funds holding GCC

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return