O'Brien Greene & Co’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

O'Brien Greene & Co’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 Q4	–	Sell	-9,810	Closed	-$263K	–	137
2025 Q3	$263K	Hold	9,810	–	–	0.08%	115
2025 Q2	$254K	Hold	9,810	–	–	0.08%	115
2025 Q1	$260K	Sell	9,810 -1,200	-11%	-$31.3K	0.09%	112
2024 Q4	$279K	Buy	11,010 +600	+6%	+$15.6K	0.09%	114
2024 Q3	$270K	Buy	10,410 +300	+3%	+$7.87K	0.08%	120
2024 Q2	$276K	Sell	10,110 -215	-2%	-$5.87K	0.09%	116
2024 Q1	$279K	Buy	10,325 +15	+0.1%	+$387	0.09%	113
2023 Q4	$258K	Hold	10,310	–	–	0.09%	115
2023 Q3	$301K	Buy	10,310 +1,150	+13%	+$32.5K	0.11%	106
2023 Q2	$238K	Hold	9,160	–	–	0.08%	118
2023 Q1	$248K	Buy	9,160 +130	+1%	+$3.54K	0.09%	117
2022 Q4	$255K	Buy	+9,030	New	+$322K	0.1%	115
2022 Q3	–	Sell	-15,790	Closed	-$647K	–	131
2022 Q2	$647K	Buy	+15,790	New	+$670K	0.24%	63

Other funds holding COMT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $128M AUM 19.21% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

VWM

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

O'Brien Greene & Co's COMT Position: Q4 2025 in Review

O'Brien Greene & Co sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2025, closing a stake of 9,810 shares — an estimated $263K sold.

O'Brien Greene & Co first reported a position in COMT in Q2 2022 and held it in 13 quarters. The position peaked at $647K in Q2 2022. 133 funds tracked by Wall St. Rank hold COMT as of Q4 2025.

O'Brien Greene & Co reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2025 after selling out during the quarter.
O'Brien Greene & Co sold 9,810 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2025, an estimated $263K.
O'Brien Greene & Co first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2022 and held it in 13 quarters.
O'Brien Greene & Co's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $647K in Q2 2022.
133 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2025.

Based on O'Brien Greene & Co's 13F filing for Q4 2025, filed 5 Feb 2026.