IWP
GGT

IAG Wealth Partners’s Gabelli Multimedia Trust GGT Stock Holding History

IAG Wealth Partners’s Portfolio GGT Stock Details GGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-477
Closed -$3K – 464
2022
Q3 		$3K Hold
477
– – ﹤0.01% 382
2022
Q2 		$3K Hold
477
– – ﹤0.01% 369
2022
Q1 		$4K Hold
477
– – ﹤0.01% 368
2021
Q4 		$4K Hold
477
– – ﹤0.01% 356
2021
Q3 		$5K Hold
477
– – ﹤0.01% 327
2021
Q2 		$6K Hold
477
– – ﹤0.01% 305
2021
Q1 		$5K Hold
477
– – ﹤0.01% 309
2020
Q4 		$4K Hold
477
– – ﹤0.01% 302
2020
Q3 		$4K Buy
+477
New +$3.23K ﹤0.01% 292

Other funds holding GGT

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

IAG Wealth Partners's GGT Position: Q4 2022 in Review

IAG Wealth Partners sold out of Gabelli Multimedia Trust (GGT) in Q4 2022, closing a stake of 477 shares — an estimated $3K sold.

IAG Wealth Partners first reported a position in GGT in Q3 2020 and held it in 9 quarters. The position peaked at $6K in Q2 2021. 39 funds tracked by Wall St. Rank hold GGT as of Q4 2022.

  • IAG Wealth Partners reported no remaining Gabelli Multimedia Trust position as of Q4 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 477 Gabelli Multimedia Trust shares in Q4 2022, an estimated $3K.
  • IAG Wealth Partners first reported a position in Gabelli Multimedia Trust in Q3 2020 and held it in 9 quarters.
  • IAG Wealth Partners's Gabelli Multimedia Trust position peaked at $6K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Gabelli Multimedia Trust as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.