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

LAM 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 Q3	$3.69K	Sell	100 -15	-13%	-$514	﹤0.01%	116
2026 Q2	$3.49K	Buy	115 +5	+5%	+$169	﹤0.01%	118
2026 Q1	$3.72K	Buy	+110	New	+$3.15K	﹤0.01%	116
2025 Q1	–	Sell	-115	Closed	-$2.91K	–	85
2024 Q4	$2.91K	Buy	115 +5	+5%	+$130	﹤0.01%	111
2024 Q3	$2.85K	Buy	110 +10	+10%	+$262	﹤0.01%	112
2024 Q2	$2.73K	Hold	100	–	–	﹤0.01%	111
2024 Q1	$2.7K	Sell	100 -55	-35%	-$1.42K	﹤0.01%	111
2023 Q4	$3.89K	Buy	155 +90	+138%	+$2.47K	﹤0.01%	100
2023 Q3	$1.9K	Hold	65	–	–	﹤0.01%	99
2023 Q2	$1.69K	Hold	65	–	–	﹤0.01%	98
2023 Q1	$1.76K	Buy	65 +5	+8%	+$136	﹤0.01%	99
2022 Q4	$1.69K	Buy	+60	New	+$2.14K	﹤0.01%	100

Other funds holding COMT

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $419M AUM 19.06% 1-Year Est. Return

Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

LAM Group's COMT Position: Q3 2026 in Review

LAM Group reduced its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 13% in Q3 2026, selling an estimated $514 and leaving 100 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

LAM Group first reported a position in COMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.89K in Q4 2023. 51 funds tracked by Wall St. Rank hold COMT as of Q3 2026.

LAM Group held 100 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $3.69K as of Q3 2026.
LAM Group sold 15 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2026, an estimated $514.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up ﹤0.01% of LAM Group's portfolio in Q3 2026, its #116 holding.
LAM Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2022 and has held it in 12 quarters since.
LAM Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $3.89K in Q4 2023.
51 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.