Golden State Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Golden State Wealth Management’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.9K	Buy	1,118 +17	+2%	+$492	﹤0.01%	828
2026 Q1	$29.7K	Buy	+1,101	New	+$31.1K	﹤0.01%	818
2025 Q4	–	Sell	-3	Closed	-$81	–	1716
2025 Q3	$81	Hold	3	–	–	﹤0.01%	1638
2025 Q2	$78	Buy	+3	New	+$72	﹤0.01%	1549
2019 Q2	–	Sell	-4,518	Closed	-$96K	–	1099
2019 Q1	$96K	Buy	+4,518	New	+$93K	0.03%	324

Other funds holding GDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

KIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Golden State Wealth Management's GDV Position: Q2 2026 in Review

Golden State Wealth Management increased its Gabelli Dividend & Income Trust (GDV) stake by 1.5% in Q2 2026, buying an estimated $492 and bringing the position to 1,118 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Golden State Wealth Management first reported a position in GDV in Q1 2019 and has held it in 5 quarters since. The position peaked at $96K in Q1 2019. 195 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

Golden State Wealth Management held 1,118 shares of Gabelli Dividend & Income Trust worth $32.9K as of Q2 2026.
Golden State Wealth Management bought 17 Gabelli Dividend & Income Trust shares in Q2 2026, an estimated $492.
Gabelli Dividend & Income Trust made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #828 holding.
Golden State Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q1 2019 and has held it in 5 quarters since.
Golden State Wealth Management's Gabelli Dividend & Income Trust position peaked at $96K in Q1 2019.
195 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.