HA
GUT

Herold Advisors’s Gabelli Utility Trust GUT Stock Holding History

Herold 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
2026
Q1 		$67.8K Buy
+11,212
New +$67.8K 0.01% 261
2022
Q2 		– Sell
-1,026
Closed -$7.14K – 377
2022
Q1 		$7.14K Buy
+1,026
New +$7.91K ﹤0.01% 640
2021
Q4 		– Sell
-1,026
Closed -$7K – 364
2021
Q3 		$7K Buy
+1,026
New +$8.05K ﹤0.01% 631

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Herold Advisors's GUT Position: Q1 2026 in Review

Herold Advisors opened a new position in Gabelli Utility Trust (GUT) in Q1 2026: 11,212 shares worth $67.8K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Herold Advisors previously reported a position in GUT as recently as Q1 2022.

Herold Advisors first reported a position in GUT in Q3 2021 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Herold Advisors held 11,212 shares of Gabelli Utility Trust worth $67.8K as of Q1 2026.
  • Gabelli Utility Trust was a new Herold Advisors position in Q1 2026.
  • Gabelli Utility Trust made up 0.01% of Herold Advisors's portfolio in Q1 2026, its #261 holding.
  • Herold Advisors first reported a position in Gabelli Utility Trust in Q3 2021 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.