GRP
GLU

Global Retirement Partners’s Gabelli Utility & Income Trust GLU Stock Holding History

Global Retirement Partners’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
2025
Q4 		$28K Hold
1,454
– – ﹤0.01% 2708
2025
Q3 		$26.3K Hold
1,454
– – ﹤0.01% 2264
2025
Q2 		$25.2K Buy
+1,454
New +$23.9K ﹤0.01% 2160

Other funds holding GLU

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Advisortrust Partners Raleigh, North Carolina $240M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Global Retirement Partners's GLU Position: Q4 2025 in Review

Global Retirement Partners held its Gabelli Utility & Income Trust (GLU) position steady in Q4 2025 at 1,454 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Global Retirement Partners first reported a position in GLU in Q2 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold GLU as of Q4 2025.

  • Global Retirement Partners held 1,454 shares of Gabelli Utility & Income Trust worth $28K as of Q4 2025.
  • Global Retirement Partners left its Gabelli Utility & Income Trust share count unchanged in Q4 2025.
  • Gabelli Utility & Income Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2708 holding.
  • Global Retirement Partners first reported a position in Gabelli Utility & Income Trust in Q2 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.