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Wealthspire Advisors (New York)’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Wealthspire Advisors (New York)’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
-157
Closed -$4.22K – 1405
2025
Q3 		$4.22K Buy
+157
New +$4.15K ﹤0.01% 2390

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $399M AUM 23.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s COMT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2025, closing a stake of 157 shares — an estimated $4.22K sold.

Wealthspire Advisors (New York) first reported a position in COMT in Q3 2025 and held it in 1 quarter. The position peaked at $4.22K in Q3 2025. 131 funds tracked by Wall St. Rank hold COMT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 157 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2025, an estimated $4.22K.
  • Wealthspire Advisors (New York) first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $4.22K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.