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Aurora Private Wealth’s Gabelli Dividend & Income Trust GDV Stock Holding History

Aurora Private Wealth’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$388K Buy
13,726
+33
+0.2% +$983 0.24% 100
2026
Q2 		$403K Buy
13,693
+551
+4% +$15.9K 0.26% 98
2026
Q1 		$365K Hold
13,142
– – 0.26% 96
2025
Q4 		$365K Buy
+13,142
New +$356K 0.24% 96
2025
Q2 		$321K Sell
12,335
-394
-3% -$9.49K 0.24% 109
2025
Q1 		$307K Buy
12,729
+142
+1% +$3.49K 0.25% 100
2024
Q4 		$304K Buy
12,587
+33
+0.3% +$815 0.23% 108
2024
Q3 		$307K Buy
12,554
+93
+0.7% +$2.18K 0.24% 103
2024
Q2 		$283K Sell
12,461
-1,051
-8% -$23.6K 0.25% 106
2024
Q1 		$308K Buy
13,512
+144
+1% +$3.16K 0.27% 97
2023
Q4 		$289K Buy
13,368
+101
+0.8% +$2K 0.27% 107
2023
Q3 		$258K Buy
13,267
+89
+0.7% +$1.86K 0.29% 103
2023
Q2 		$278K Buy
13,178
+88
+0.7% +$1.82K 0.32% 90
2023
Q1 		$272K Sell
13,090
-152
-1% -$3.22K 0.29% 107
2022
Q4 		$273K Buy
13,242
+89
+0.7% +$1.82K 0.31% 101
2022
Q3 		$246K Buy
13,153
+86
+0.7% +$1.83K 0.11% 133
2022
Q2 		$267K Buy
13,067
+213
+2% +$4.73K 0.12% 124
2022
Q1 		$317K Buy
12,854
+1,986
+18% +$49.4K 0.13% 132
2021
Q4 		$293K Buy
10,868
+2,624
+32% +$69.9K 0.13% 138
2021
Q3 		$213K Buy
8,244
+51
+0.6% +$1.35K 0.09% 191
2021
Q2 		$216K Buy
+8,193
New +$210K 0.09% 181
2020
Q1 		– Sell
-9,645
Closed -$212K – 250
2019
Q4 		$212K Buy
+9,645
New +$202K 0.08% 182

Other funds holding GDV

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Private Wealth Partners
Private Wealth Partners Mill Valley, California $1.47B AUM 33.05% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

Aurora Private Wealth's GDV Position: Q3 2026 in Review

Aurora Private Wealth increased its Gabelli Dividend & Income Trust (GDV) stake by 0.24% in Q3 2026, buying an estimated $983 and bringing the position to 13,726 shares worth $388K. The position accounts for 0.24% of the portfolio, ranked #100.

Aurora Private Wealth first reported a position in GDV in Q4 2019 and has held it in 22 quarters since. The position peaked at $403K in Q2 2026. 54 funds tracked by Wall St. Rank hold GDV as of Q3 2026.

  • Aurora Private Wealth held 13,726 shares of Gabelli Dividend & Income Trust worth $388K as of Q3 2026.
  • Aurora Private Wealth bought 33 Gabelli Dividend & Income Trust shares in Q3 2026, an estimated $983.
  • Gabelli Dividend & Income Trust made up 0.24% of Aurora Private Wealth's portfolio in Q3 2026, its #100 holding.
  • Aurora Private Wealth first reported a position in Gabelli Dividend & Income Trust in Q4 2019 and has held it in 22 quarters since.
  • Aurora Private Wealth's Gabelli Dividend & Income Trust position peaked at $403K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.