AssetMark Inc
GUT

AssetMark Inc’s Gabelli Utility Trust GUT Stock Holding History

AssetMark Inc’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 		$4.81K Hold
730
– – ﹤0.01% 2704
2026
Q1 		$4.42K Hold
730
– – ﹤0.01% 2604
2025
Q4 		$4.4K Hold
730
– – ﹤0.01% 2510
2025
Q3 		$4.43K Buy
+730
New +$4.39K ﹤0.01% 2387
2024
Q4 		– Sell
-1,000
Closed -$5.2K – 2626
2024
Q3 		$5.2K Buy
+1,000
New +$5.78K ﹤0.01% 1726

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc's GUT Position: Q2 2026 in Review

AssetMark Inc held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 730 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2704.

AssetMark Inc first reported a position in GUT in Q3 2024 and has held it in 5 quarters since. The position peaked at $5.2K in Q3 2024. 49 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • AssetMark Inc held 730 shares of Gabelli Utility Trust worth $4.81K as of Q2 2026.
  • AssetMark Inc left its Gabelli Utility Trust share count unchanged in Q2 2026.
  • Gabelli Utility Trust made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2704 holding.
  • AssetMark Inc first reported a position in Gabelli Utility Trust in Q3 2024 and has held it in 5 quarters since.
  • AssetMark Inc's Gabelli Utility Trust position peaked at $5.2K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.