IFG Advisory’s Gabelli Equity Trust GAB Stock Holding History

IFG Advisory’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 Q1	$18.5K	Sell	3,300 -24,886	-88%	-$149K	0.05%	208
2025 Q4	$174K	Sell	28,186 -3,300	-10%	-$20K	0.01%	743
2025 Q3	$192K	Hold	31,486	–	–	0.01%	752
2025 Q2	$183K	Buy	31,486 +3,300	+12%	+$18.4K	0.01%	724
2025 Q1	$155K	Hold	28,186	–	–	0.01%	666
2024 Q4	$152K	Sell	28,186 -3,300	-10%	-$18.3K	0.01%	647
2024 Q3	$173K	Hold	31,486	–	–	0.01%	371
2024 Q2	$164K	Buy	31,486 +3,300	+12%	+$17.8K	0.01%	607
2024 Q1	$156K	Sell	28,186 -3,300	-10%	-$17.5K	0.01%	358
2023 Q4	$160K	Hold	31,486	–	–	0.01%	565
2023 Q3	$162K	Hold	31,486	–	–	0.01%	528
2023 Q2	$183K	Buy	+31,486	New	+$176K	0.02%	313

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IFG Advisory's GAB Position: Q1 2026 in Review

IFG Advisory reduced its Gabelli Equity Trust (GAB) stake by 88% in Q1 2026, selling an estimated $149K and leaving 3,300 shares worth $18.5K. The position accounts for 0.05% of the portfolio, ranked #208.

IFG Advisory first reported a position in GAB in Q2 2023 and has held it in 12 quarters since. The position peaked at $192K in Q3 2025. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

IFG Advisory held 3,300 shares of Gabelli Equity Trust worth $18.5K as of Q1 2026.
IFG Advisory sold 24,886 Gabelli Equity Trust shares in Q1 2026, an estimated $149K.
Gabelli Equity Trust made up 0.05% of IFG Advisory's portfolio in Q1 2026, its #208 holding.
IFG Advisory first reported a position in Gabelli Equity Trust in Q2 2023 and has held it in 12 quarters since.
IFG Advisory's Gabelli Equity Trust position peaked at $192K in Q3 2025.
205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.