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 Q2	–	Sell	-22	Closed	-$744	–	1234
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 $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

TCM

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $399M AUM 23.33% 1-Year Est. Return

Medallion Wealth Advisors's COMT Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2026, closing a stake of 22 shares — an estimated $744 sold.

Medallion Wealth Advisors first reported a position in COMT in Q4 2024 and held it in 6 quarters. The position peaked at $744 in Q1 2026. 161 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

Medallion Wealth Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 22 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2026, an estimated $744.
Medallion Wealth Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $744 in Q1 2026.
161 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.