Carolinas Wealth Consulting’s Gabelli Utility Trust GUT Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-126	Closed	-$673	–	385
2025 Q1	$673	Hold	126	–	–	﹤0.01%	945
2024 Q4	$634	Hold	126	–	–	﹤0.01%	985
2024 Q3	$656	Sell	126 -3	-2%	-$17	﹤0.01%	980
2024 Q2	$746	Hold	129	–	–	﹤0.01%	944
2024 Q1	$699	Hold	129	–	–	﹤0.01%	948
2023 Q4	$683	Hold	129	–	–	﹤0.01%	876
2023 Q3	$733	Hold	129	–	–	﹤0.01%	882
2023 Q2	$854	Hold	129	–	–	﹤0.01%	935
2023 Q1	$901	Hold	129	–	–	﹤0.01%	910
2022 Q4	$946	Hold	129	–	–	﹤0.01%	902
2022 Q3	$1K	Hold	129	–	–	﹤0.01%	820
2022 Q2	$1K	Hold	129	–	–	﹤0.01%	820
2022 Q1	$1K	Hold	129	–	–	﹤0.01%	848
2021 Q4	$1K	Buy	+129	New	+$1.01K	﹤0.01%	885

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 $1.66T AUM 25.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

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

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

BWP

Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Carolinas Wealth Consulting's GUT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Gabelli Utility Trust (GUT) in Q2 2025, closing a stake of 126 shares — an estimated $673 sold.

Carolinas Wealth Consulting first reported a position in GUT in Q4 2021 and held it in 14 quarters. The position peaked at $1K in Q3 2022. 91 funds tracked by Wall St. Rank hold GUT as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Gabelli Utility Trust position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 126 Gabelli Utility Trust shares in Q2 2025, an estimated $673.
Carolinas Wealth Consulting first reported a position in Gabelli Utility Trust in Q4 2021 and held it in 14 quarters.
Carolinas Wealth Consulting's Gabelli Utility Trust position peaked at $1K in Q3 2022.
91 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.