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Aurora Private Wealth’s Gabelli Equity Trust GAB Stock Holding History

Aurora Private Wealth’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
2026
Q2 		– Sell
-11,571
Closed -$71K – 181
2026
Q1 		$71K Hold
11,571
– – 0.05% 166
2025
Q4 		$71K Buy
+11,571
New +$70.2K 0.05% 163
2025
Q2 		$64K Buy
11,014
+279
+3% +$1.55K 0.05% 161
2025
Q1 		$59K Buy
10,735
+276
+3% +$1.52K 0.05% 150
2024
Q4 		$56K Buy
+10,459
New +$57.9K 0.04% 154

Other funds holding GAB

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Aurora Private Wealth's GAB Position: Q2 2026 in Review

Aurora Private Wealth sold out of Gabelli Equity Trust (GAB) in Q2 2026, closing a stake of 11,571 shares — an estimated $71K sold.

Aurora Private Wealth first reported a position in GAB in Q4 2024 and held it in 5 quarters. The position peaked at $71K in Q1 2026. 71 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Aurora Private Wealth reported no remaining Gabelli Equity Trust position as of Q2 2026 after selling out during the quarter.
  • Aurora Private Wealth sold 11,571 Gabelli Equity Trust shares in Q2 2026, an estimated $71K.
  • Aurora Private Wealth first reported a position in Gabelli Equity Trust in Q4 2024 and held it in 5 quarters.
  • Aurora Private Wealth's Gabelli Equity Trust position peaked at $71K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.