GAFA
GLU

Garton & Associates Financial Advisors’s Gabelli Utility & Income Trust GLU Stock Holding History

Garton & Associates Financial Advisors’s Portfolio GLU Stock Details GLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,887
Closed -$55.6K – 346
2025
Q4 		$55.6K Buy
+2,887
New +$53.1K 0.03% 349

Other funds holding GLU

GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AP
Advisortrust Partners Raleigh, North Carolina $292M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Garton & Associates Financial Advisors's GLU Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Gabelli Utility & Income Trust (GLU) in Q1 2026, closing a stake of 2,887 shares — an estimated $55.6K sold.

Garton & Associates Financial Advisors first reported a position in GLU in Q4 2025 and held it in 1 quarter. The position peaked at $55.6K in Q4 2025. 21 funds tracked by Wall St. Rank hold GLU as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Gabelli Utility & Income Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,887 Gabelli Utility & Income Trust shares in Q1 2026, an estimated $55.6K.
  • Garton & Associates Financial Advisors first reported a position in Gabelli Utility & Income Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Gabelli Utility & Income Trust position peaked at $55.6K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.