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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 99 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.
99 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.