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Peak Financial Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Peak Financial 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
Q3 		– Sell
-65,102
Closed -$1.68M – 102
2025
Q2 		$1.68M Sell
65,102
-178,951
-73% -$4.53M 0.48% 37
2025
Q1 		$6.46M Sell
244,053
-961
-0.4% -$25.1K 1.93% 20
2024
Q4 		$6.2M Buy
245,014
+11,460
+5% +$299K 1.86% 20
2024
Q3 		$6.05M Buy
233,554
+8,111
+4% +$213K 1.78% 19
2024
Q2 		$6.16M Sell
225,443
-408
-0.2% -$11.1K 1.93% 20
2024
Q1 		$6.1M Buy
225,851
+13,900
+7% +$358K 1.93% 20
2023
Q4 		$5.31M Sell
211,951
-2,331
-1% -$63.9K 1.79% 21
2023
Q3 		$6.25M Buy
214,282
+9,405
+5% +$266K 2.27% 19
2023
Q2 		$5.32M Buy
204,877
+10,445
+5% +$275K 1.9% 23
2023
Q1 		$5.26M Buy
194,432
+17,096
+10% +$466K 1.95% 23
2022
Q4 		$5M Buy
177,336
+3,583
+2% +$128K 1.97% 23
2022
Q3 		$6.21M Sell
173,753
-10,420
-6% -$400K 2.59% 16
2022
Q2 		$7.54M Buy
184,173
+109
+0.1% +$4.63K 2.9% 14
2022
Q1 		$7.37M Buy
184,064
+9,758
+6% +$354K 2.47% 18
2021
Q4 		$5.38M Sell
174,306
-2,789
-2% -$98.8K 1.74% 26
2021
Q3 		$6.35M Buy
177,095
+4,873
+3% +$167K 2.15% 21
2021
Q2 		$5.94M Buy
172,222
+7,819
+5% +$255K 2.02% 23
2021
Q1 		$4.92M Buy
164,403
+9,795
+6% +$287K 1.78% 25
2020
Q4 		$4.12M Buy
154,608
+3,393
+2% +$86.4K 1.55% 25
2020
Q3 		$3.77M Buy
151,215
+3,315
+2% +$83.2K 1.63% 25
2020
Q2 		$3.51M Sell
147,900
-15,586
-10% -$357K 1.65% 26
2020
Q1 		$3.67M Buy
163,486
+35,435
+28% +$1.02M 1.87% 23
2019
Q4 		$4.21M Sell
128,051
-41,505
-24% -$1.33M 1.8% 24
2019
Q3 		$5.35M Buy
169,556
+4,922
+3% +$157K 2.38% 17
2019
Q2 		$5.38M Sell
164,634
-1,634
-1% -$53.3K 2.42% 17
2019
Q1 		$5.5M Buy
166,268
+3,742
+2% +$122K 2.53% 15
2018
Q4 		$4.96M Sell
162,526
-14,190
-8% -$510K 2.44% 19
2018
Q3 		$6.88M Sell
176,716
-2,082
-1% -$79.4K 3.09% 15
2018
Q2 		$6.98M Buy
178,798
+1,420
+0.8% +$54.8K 3.23% 14
2018
Q1 		$6.55M Sell
177,378
-22,325
-11% -$824K 3.11% 14
2017
Q4 		$7.26M Buy
199,703
+6,332
+3% +$228K 2.75% 17
2017
Q3 		$6.74M Buy
+193,371
New +$6.52M 2.6% 20

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $361M AUM 23.02% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

Peak Financial Management's COMT Position: Q3 2025 in Review

Peak Financial Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2025, closing a stake of 65,102 shares — an estimated $1.68M sold.

Peak Financial Management first reported a position in COMT in Q3 2017 and held it in 32 quarters. The position peaked at $7.54M in Q2 2022. 140 funds tracked by Wall St. Rank hold COMT as of Q3 2025.

  • Peak Financial Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Peak Financial Management sold 65,102 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2025, an estimated $1.68M.
  • Peak Financial Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2017 and held it in 32 quarters.
  • Peak Financial Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $7.54M in Q2 2022.
  • 140 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2025.

Based on Peak Financial Management's 13F filing for Q3 2025, filed 9 Oct 2025.