Allworth Financial’s Gabelli Utility Trust GUT Stock Holding History

Allworth Financial’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	$7.92K	Hold	1,202	–	–	﹤0.01%	3870
2026 Q1	$7.27K	Hold	1,202	–	–	﹤0.01%	3723
2025 Q4	$7.25K	Hold	1,202	–	–	﹤0.01%	3486
2025 Q3	$7.3K	Hold	1,202	–	–	﹤0.01%	3334
2025 Q2	$6.97K	Buy	1,202 +1,002	+501%	+$5.42K	﹤0.01%	3080
2025 Q1	$1.06K	Hold	200	–	–	﹤0.01%	3444
2024 Q4	$1.09K	Hold	200	–	–	﹤0.01%	3365
2024 Q3	$1.04K	Sell	200 -5	-2%	-$29	﹤0.01%	3201
2024 Q2	$1.2K	Hold	205	–	–	﹤0.01%	3107
2024 Q1	$1.11K	Buy	+205	New	+$1.08K	﹤0.01%	3047
2019 Q1	–	Sell	-1,922	Closed	-$11K	–	986
2018 Q4	$11K	Hold	1,922	–	–	﹤0.01%	502
2018 Q3	$11K	Hold	1,922	–	–	﹤0.01%	541
2018 Q2	$11K	Hold	1,922	–	–	﹤0.01%	505
2018 Q1	$12K	Hold	1,922	–	–	﹤0.01%	456
2017 Q4	$13K	Hold	1,922	–	–	﹤0.01%	439
2017 Q3	$13K	Hold	1,922	–	–	﹤0.01%	428
2017 Q2	$13K	Hold	1,922	–	–	﹤0.01%	438
2017 Q1	$13K	Hold	1,922	–	–	﹤0.01%	416
2016 Q4	$12K	Sell	1,922 -826	-30%	-$5.14K	﹤0.01%	376
2016 Q3	$18K	Buy	+2,748	New	+$18K	﹤0.01%	340

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

Allworth Financial's GUT Position: Q2 2026 in Review

Allworth Financial held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 1,202 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3870.

Allworth Financial first reported a position in GUT in Q3 2016 and has held it in 20 quarters since. The position peaked at $18K in Q3 2016. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

Allworth Financial held 1,202 shares of Gabelli Utility Trust worth $7.92K as of Q2 2026.
Allworth Financial left its Gabelli Utility Trust share count unchanged in Q2 2026.
Gabelli Utility Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3870 holding.
Allworth Financial first reported a position in Gabelli Utility Trust in Q3 2016 and has held it in 20 quarters since.
Allworth Financial's Gabelli Utility Trust position peaked at $18K in Q3 2016.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.