FIA
GUT

Foundations Investment Advisors’s Gabelli Utility Trust GUT Stock Holding History

Foundations Investment Advisors’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
-10,005
Closed -$53.4K – 960
2025
Q1 		$53.4K Buy
+10,005
New +$53.8K ﹤0.01% 840
2023
Q2 		– Sell
-283,869
Closed -$1.98M – 597
2023
Q1 		$1.98M Buy
283,869
+12,212
+4% +$86.6K 0.07% 167
2022
Q4 		$1.99M Buy
271,657
+74,146
+38% +$509K 0.08% 132
2022
Q3 		$1.33M Buy
197,511
+42,525
+27% +$314K 0.06% 131
2022
Q2 		$1.07M Buy
154,986
+96,930
+167% +$665K 0.04% 137
2022
Q1 		$399K Buy
58,056
+22,361
+63% +$172K 0.02% 222
2021
Q4 		$286K Buy
35,695
+8,827
+33% +$69.5K 0.01% 284
2021
Q3 		$205K Sell
26,868
-1,246
-4% -$9.77K 0.01% 301
2021
Q2 		$219K Buy
28,114
+2,321
+9% +$16.7K 0.01% 273
2021
Q1 		$181K Buy
25,793
+1,570
+6% +$11.9K 0.01% 220
2020
Q4 		$189K Buy
24,223
+9,144
+61% +$69K 0.01% 181
2020
Q3 		$113K Sell
15,079
-32,619
-68% -$244K 0.02% 161
2020
Q2 		$337K Buy
+47,698
New +$321K 0.03% 125

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
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

Foundations Investment Advisors's GUT Position: Q2 2025 in Review

Foundations Investment Advisors sold out of Gabelli Utility Trust (GUT) in Q2 2025, closing a stake of 10,005 shares — an estimated $53.4K sold.

Foundations Investment Advisors first reported a position in GUT in Q2 2020 and held it in 13 quarters. The position peaked at $1.99M in Q4 2022. 91 funds tracked by Wall St. Rank hold GUT as of Q2 2025.

  • Foundations Investment Advisors reported no remaining Gabelli Utility Trust position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,005 Gabelli Utility Trust shares in Q2 2025, an estimated $53.4K.
  • Foundations Investment Advisors first reported a position in Gabelli Utility Trust in Q2 2020 and held it in 13 quarters.
  • Foundations Investment Advisors's Gabelli Utility Trust position peaked at $1.99M in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.