Medallion Wealth Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Medallion Wealth Advisors’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 Q1	$744	Hold	22	–	–	﹤0.01%	1072
2025 Q4	$548	Hold	22	–	–	﹤0.01%	1073
2025 Q3	$591	Hold	22	–	–	﹤0.01%	1053
2025 Q2	$570	Hold	22	–	–	﹤0.01%	1042
2025 Q1	$583	Hold	22	–	–	﹤0.01%	1018
2024 Q4	$557	Buy	+22	New	+$573	﹤0.01%	968

Other funds holding COMT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $361M AUM 23.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Medallion Wealth Advisors's COMT Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) position steady in Q1 2026 at 22 shares worth $744. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Medallion Wealth Advisors first reported a position in COMT in Q4 2024 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold COMT as of Q1 2026.

Medallion Wealth Advisors held 22 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $744 as of Q1 2026.
Medallion Wealth Advisors left its iShares GSCI Commodity Dynamic Roll Strategy ETF share count unchanged in Q1 2026.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1072 holding.
Medallion Wealth Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2024 and has held it in 6 quarters since.
166 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.