AWM
GUT

Accurate Wealth Management’s Gabelli Utility Trust GUT Stock Holding History

Accurate Wealth Management’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282K Buy
41,239
+6,141
+17% +$38.2K 0.03% 471
2026
Q1 		$214K Buy
35,098
+1,617
+5% +$9.78K 0.03% 501
2025
Q4 		$205K Buy
33,481
+17,046
+104% +$103K 0.03% 490
2025
Q3 		$99.6K Buy
16,435
+11
+0.1% +$66 0.01% 485
2025
Q2 		$99K Buy
16,424
+12
+0.1% +$65 0.02% 439
2025
Q1 		$86.3K Buy
16,412
+12
+0.1% +$64 0.02% 372
2024
Q4 		$89.1K Buy
16,400
+1,900
+13% +$9.85K 0.02% 376
2024
Q3 		$74.2K Sell
14,500
-377
-3% -$2.18K 0.01% 377
2024
Q2 		$88.5K Hold
14,877
– – 0.02% 325
2024
Q1 		$80.3K Hold
14,877
– – 0.02% 284
2023
Q4 		$78.3K Hold
14,877
– – 0.02% 269
2023
Q3 		$85.1K Sell
14,877
-3,488
-19% -$23.1K 0.03% 265
2023
Q2 		$123K Hold
18,365
– – 0.04% 266
2023
Q1 		$130K Sell
18,365
-1,539
-8% -$10.9K 0.04% 244
2022
Q4 		$149K Buy
+19,904
New +$137K 0.05% 242

Other funds holding GUT

PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Accurate Wealth Management's GUT Position: Q2 2026 in Review

Accurate Wealth Management increased its Gabelli Utility Trust (GUT) stake by 17% in Q2 2026, buying an estimated $38.2K and bringing the position to 41,239 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #471.

Accurate Wealth Management first reported a position in GUT in Q4 2022 and has held it in 15 quarters since. 14 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Accurate Wealth Management held 41,239 shares of Gabelli Utility Trust worth $282K as of Q2 2026.
  • Accurate Wealth Management bought 6,141 Gabelli Utility Trust shares in Q2 2026, an estimated $38.2K.
  • Gabelli Utility Trust made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #471 holding.
  • Accurate Wealth Management first reported a position in Gabelli Utility Trust in Q4 2022 and has held it in 15 quarters since.
  • 14 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.