Golden State Equity Partners’s Gabelli Equity Trust GAB Stock Holding History

Golden State Equity Partners’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-181,816	Closed	-$1.02M	–	867
2026 Q1	$1.02M	Buy	181,816 +88,605	+95%	+$532K	0.08%	280
2025 Q4	$575K	Sell	93,211 -720	-0.8%	-$4.37K	0.09%	251
2025 Q3	$572K	Sell	93,931 -1,889	-2%	-$11.3K	0.1%	240
2025 Q2	$558K	Sell	95,820 -1,356	-1%	-$7.55K	0.1%	235
2025 Q1	$535K	Sell	97,176 -182	-0.2%	-$1K	0.11%	234
2024 Q4	$524K	Sell	97,358 -5,571	-5%	-$30.8K	0.1%	226
2024 Q3	$565K	Sell	102,929 -8,430	-8%	-$45.5K	0.09%	234
2024 Q2	$579K	Buy	+111,359	New	+$600K	0.12%	185
2023 Q4	$587K	Buy	115,489 +2,219	+2%	+$11.1K	0.14%	162
2023 Q3	$581K	Sell	113,270 -3,653	-3%	-$20.1K	0.16%	150
2023 Q2	$678K	Buy	+116,923	New	+$654K	0.19%	133

Other funds holding GAB

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Golden State Equity Partners's GAB Position: Q2 2026 in Review

Golden State Equity Partners sold out of Gabelli Equity Trust (GAB) in Q2 2026, closing a stake of 181,816 shares — an estimated $1.02M sold.

Golden State Equity Partners first reported a position in GAB in Q2 2023 and held it in 11 quarters. The position peaked at $1.02M in Q1 2026. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Golden State Equity Partners reported no remaining Gabelli Equity Trust position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 181,816 Gabelli Equity Trust shares in Q2 2026, an estimated $1.02M.
Golden State Equity Partners first reported a position in Gabelli Equity Trust in Q2 2023 and held it in 11 quarters.
Golden State Equity Partners's Gabelli Equity Trust position peaked at $1.02M in Q1 2026.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.