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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
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% +$1.81K 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% +$49.5K 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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

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

Aurora Private Wealth increased its Gabelli Dividend & Income Trust (GDV) stake by 4.2% in Q2 2026, buying an estimated $15.9K and bringing the position to 13,693 shares worth $403K. The position accounts for 0.26% of the portfolio, ranked #98.

Aurora Private Wealth first reported a position in GDV in Q4 2019 and has held it in 21 quarters since. 67 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

  • Aurora Private Wealth held 13,693 shares of Gabelli Dividend & Income Trust worth $403K as of Q2 2026.
  • Aurora Private Wealth bought 551 Gabelli Dividend & Income Trust shares in Q2 2026, an estimated $15.9K.
  • Gabelli Dividend & Income Trust made up 0.26% of Aurora Private Wealth's portfolio in Q2 2026, its #98 holding.
  • Aurora Private Wealth first reported a position in Gabelli Dividend & Income Trust in Q4 2019 and has held it in 21 quarters since.
  • 67 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

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