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IAG Wealth Partners’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

IAG Wealth Partners’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
Q2 		– Sell
-314
Closed -$8.31K – 504
2025
Q1 		$8.31K Buy
+314
New +$8.19K ﹤0.01% 358
2022
Q2 		– Sell
-512
Closed -$21K – 442
2022
Q1 		$21K Hold
512
– – 0.01% 216
2021
Q4 		$16K Buy
+512
New +$18.1K 0.01% 241

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

IAG Wealth Partners's COMT Position: Q2 2025 in Review

IAG Wealth Partners sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2025, closing a stake of 314 shares — an estimated $8.31K sold.

IAG Wealth Partners first reported a position in COMT in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q1 2022. 139 funds tracked by Wall St. Rank hold COMT as of Q2 2025.

  • IAG Wealth Partners reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 314 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2025, an estimated $8.31K.
  • IAG Wealth Partners first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2021 and held it in 3 quarters.
  • IAG Wealth Partners's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $21K in Q1 2022.
  • 139 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2025.

Based on IAG Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.