Accurate Wealth Management
GUT icon

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
Q3 		$271K Buy
46,944
+5,705
+14% +$36.6K 0.02% 496
2026
Q2 		$282K Buy
41,239
+6,141
+17% +$38.2K 0.03% 471
2026
Q1 		$214K Buy
35,098
+1,617
+5% +$9.8K 0.03% 501
2025
Q4 		$205K Buy
33,481
+17,046
+104% +$103K 0.03% 490
2025
Q3 		$100K 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% +$9.9K 0.02% 376
2024
Q3 		$74.2K Sell
14,500
-377
-3% -$2.18K 0.01% 377
2024
Q2 		$88.4K 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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Plus Group Wealth Advisors
Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Accurate Wealth Management's GUT Position: Q3 2026 in Review

Accurate Wealth Management increased its Gabelli Utility Trust (GUT) stake by 14% in Q3 2026, buying an estimated $36.6K and bringing the position to 46,944 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #496.

Accurate Wealth Management first reported a position in GUT in Q4 2022 and has held it in 16 quarters since. The position peaked at $282K in Q2 2026. 62 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

  • Accurate Wealth Management held 46,944 shares of Gabelli Utility Trust worth $271K as of Q3 2026.
  • Accurate Wealth Management bought 5,705 Gabelli Utility Trust shares in Q3 2026, an estimated $36.6K.
  • Gabelli Utility Trust made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #496 holding.
  • Accurate Wealth Management first reported a position in Gabelli Utility Trust in Q4 2022 and has held it in 16 quarters since.
  • Accurate Wealth Management's Gabelli Utility Trust position peaked at $282K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.