Anchor Investment Management’s Gabelli Utility Trust GUT Stock Holding History

Anchor Investment 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 Q1	$15.8K	Sell	2,611 -2,389	-48%	-$14.5K	﹤0.01%	775
2025 Q4	$30.1K	Hold	5,000	–	–	﹤0.01%	676
2025 Q3	$30.4K	Hold	5,000	–	–	﹤0.01%	674
2025 Q2	$29K	Hold	5,000	–	–	﹤0.01%	667
2025 Q1	$26.7K	Hold	5,000	–	–	﹤0.01%	666
2024 Q4	$25.1K	Buy	+5,000	New	+$25.9K	﹤0.01%	676

Other funds holding GUT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Anchor Investment Management's GUT Position: Q1 2026 in Review

Anchor Investment Management reduced its Gabelli Utility Trust (GUT) stake by 48% in Q1 2026, selling an estimated $14.5K and leaving 2,611 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Anchor Investment Management first reported a position in GUT in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.4K in Q3 2025. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

Anchor Investment Management held 2,611 shares of Gabelli Utility Trust worth $15.8K as of Q1 2026.
Anchor Investment Management sold 2,389 Gabelli Utility Trust shares in Q1 2026, an estimated $14.5K.
Gabelli Utility Trust made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #775 holding.
Anchor Investment Management first reported a position in Gabelli Utility Trust in Q4 2024 and has held it in 6 quarters since.
Anchor Investment Management's Gabelli Utility Trust position peaked at $30.4K in Q3 2025.
93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.