LRWM
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Lord & Richards Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Lord & Richards Wealth 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
Q2 		– Sell
-49
Closed -$1.3K – 70
2025
Q1 		$1.3K Buy
+49
New +$1.28K ﹤0.01% 162

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

Lord & Richards Wealth Management's COMT Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2025, closing a stake of 49 shares — an estimated $1.3K sold.

Lord & Richards Wealth Management first reported a position in COMT in Q1 2025 and held it in 1 quarter. The position peaked at $1.3K in Q1 2025. 139 funds tracked by Wall St. Rank hold COMT as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 49 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2025, an estimated $1.3K.
  • Lord & Richards Wealth Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $1.3K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.