Boyd Watterson Asset Management’s Gabelli Utility Trust GUT Stock Holding History

Boyd Watterson Asset Management’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 Q1	–	Sell	-720	Closed	-$4.34K	–	405
2025 Q4	$4.34K	Hold	720	–	–	﹤0.01%	330
2025 Q3	$4.37K	Hold	720	–	–	﹤0.01%	329
2025 Q2	$4.18K	Hold	720	–	–	﹤0.01%	338
2025 Q1	$3.85K	Hold	720	–	–	﹤0.01%	348
2024 Q4	$3.62K	Hold	720	–	–	﹤0.01%	361
2024 Q3	$3.74K	Sell	720 -19	-3%	-$110	﹤0.01%	359
2024 Q2	$4.26K	Hold	739	–	–	﹤0.01%	350
2024 Q1	$4K	Hold	739	–	–	﹤0.01%	349
2023 Q4	$3.9K	Hold	739	–	–	﹤0.01%	343
2023 Q3	$3.82K	Hold	739	–	–	﹤0.01%	341
2023 Q2	$4.88K	Hold	739	–	–	﹤0.01%	334
2023 Q1	$5.15K	Hold	739	–	–	﹤0.01%	335
2022 Q4	$5.41K	Buy	+739	New	+$5.07K	﹤0.01%	331

Other funds holding GUT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Boyd Watterson Asset Management's GUT Position: Q1 2026 in Review

Boyd Watterson Asset Management sold out of Gabelli Utility Trust (GUT) in Q1 2026, closing a stake of 720 shares — an estimated $4.34K sold.

Boyd Watterson Asset Management first reported a position in GUT in Q4 2022 and held it in 13 quarters. The position peaked at $5.41K in Q4 2022. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

Boyd Watterson Asset Management reported no remaining Gabelli Utility Trust position as of Q1 2026 after selling out during the quarter.
Boyd Watterson Asset Management sold 720 Gabelli Utility Trust shares in Q1 2026, an estimated $4.34K.
Boyd Watterson Asset Management first reported a position in Gabelli Utility Trust in Q4 2022 and held it in 13 quarters.
Boyd Watterson Asset Management's Gabelli Utility Trust position peaked at $5.41K in Q4 2022.
93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.