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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
Q3 		$86.6K Buy
15,212
+4,000
+36% +$25.6K 0.02% 262
2026
Q2 		$76K Hold
11,212
– – 0.02% 269
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

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

Herold Advisors's GUT Position: Q3 2026 in Review

Herold Advisors increased its Gabelli Utility Trust (GUT) stake by 36% in Q3 2026, buying an estimated $25.6K and bringing the position to 15,212 shares worth $86.6K. The position accounts for 0.02% of the portfolio, ranked #262.

Herold Advisors first reported a position in GUT in Q3 2021 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

  • Herold Advisors held 15,212 shares of Gabelli Utility Trust worth $86.6K as of Q3 2026.
  • Herold Advisors bought 4,000 Gabelli Utility Trust shares in Q3 2026, an estimated $25.6K.
  • Gabelli Utility Trust made up 0.02% of Herold Advisors's portfolio in Q3 2026, its #262 holding.
  • Herold Advisors first reported a position in Gabelli Utility Trust in Q3 2021 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.