Belpointe Asset Management’s Gabelli Equity Trust GAB Stock Holding History

Belpointe Asset Management’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	-13,421	Closed	-$74K	–	971
2025 Q1	$74K	Buy	+13,421	New	+$74K	﹤0.01%	898
2023 Q2	–	Sell	-1,213	Closed	-$6.96K	–	1612
2023 Q1	$6.96K	Hold	1,213	–	–	﹤0.01%	2888
2022 Q4	$6.65K	Buy	+1,213	New	+$6.74K	﹤0.01%	2817

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belpointe Asset Management's GAB Position: Q2 2025 in Review

Belpointe Asset Management sold out of Gabelli Equity Trust (GAB) in Q2 2025, closing a stake of 13,421 shares — an estimated $74K sold.

Belpointe Asset Management first reported a position in GAB in Q4 2022 and held it in 3 quarters. The position peaked at $74K in Q1 2025. 193 funds tracked by Wall St. Rank hold GAB as of Q2 2025.

Belpointe Asset Management reported no remaining Gabelli Equity Trust position as of Q2 2025 after selling out during the quarter.
Belpointe Asset Management sold 13,421 Gabelli Equity Trust shares in Q2 2025, an estimated $74K.
Belpointe Asset Management first reported a position in Gabelli Equity Trust in Q4 2022 and held it in 3 quarters.
Belpointe Asset Management's Gabelli Equity Trust position peaked at $74K in Q1 2025.
193 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.