Pines Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Pines 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
2026 Q2	$288K	Sell	9,473 -19,642	-67%	-$663K	0.08%	186
2026 Q1	$984K	Buy	29,115 +44	+0.2%	+$1.26K	0.32%	82
2025 Q4	$724K	Sell	29,071 -4,846	-14%	-$128K	0.23%	101
2025 Q3	$911K	Sell	33,917 -348	-1%	-$9.21K	0.31%	84
2025 Q2	$898K	Sell	34,265 -49	-0.1%	-$1.24K	0.32%	81
2025 Q1	$808K	Sell	34,314 -10,732	-24%	-$280K	0.37%	68
2024 Q4	$1.19M	Buy	+45,046	New	+$1.17M	0.52%	49

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

Pines Wealth Management's COMT Position: Q2 2026 in Review

Pines Wealth Management reduced its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 67% in Q2 2026, selling an estimated $663K and leaving 9,473 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #186.

Pines Wealth Management first reported a position in COMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2024. 162 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

Pines Wealth Management held 9,473 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $288K as of Q2 2026.
Pines Wealth Management sold 19,642 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2026, an estimated $663K.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.08% of Pines Wealth Management's portfolio in Q2 2026, its #186 holding.
Pines Wealth Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $1.19M in Q4 2024.
162 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.