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Arete Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History

Arete Wealth Advisors’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,016
Closed -$110K – 757
2025
Q1 		$110K Sell
20,016
-264
-1% -$1.46K 0.01% 691
2024
Q4 		$109K Buy
20,280
+4,707
+30% +$26K 0.01% 722
2024
Q3 		$85K Buy
+15,573
New +$84.1K 0.01% 679

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arete Wealth Advisors's GAB Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Gabelli Equity Trust (GAB) in Q2 2025, closing a stake of 20,016 shares — an estimated $110K sold.

Arete Wealth Advisors first reported a position in GAB in Q3 2024 and held it in 3 quarters. The position peaked at $110K in Q1 2025. 193 funds tracked by Wall St. Rank hold GAB as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Gabelli Equity Trust position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 20,016 Gabelli Equity Trust shares in Q2 2025, an estimated $110K.
  • Arete Wealth Advisors first reported a position in Gabelli Equity Trust in Q3 2024 and held it in 3 quarters.
  • Arete Wealth Advisors's Gabelli Equity Trust position peaked at $110K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.