IFG Advisory
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IFG Advisory’s Gabelli Utility Trust GUT Stock Holding History

IFG Advisory’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 		– Sell
-5,143
Closed -$33.9K – 2388
2026
Q2 		$33.9K Hold
5,143
– – ﹤0.01% 1459
2026
Q1 		$31.1K Buy
+5,143
New +$31.1K 0.09% 163

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Plus Group Wealth Advisors
Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IFG Advisory's GUT Position: Q3 2026 in Review

IFG Advisory sold out of Gabelli Utility Trust (GUT) in Q3 2026, closing a stake of 5,143 shares — an estimated $33.9K sold.

IFG Advisory first reported a position in GUT in Q1 2026 and held it in 2 quarters. The position peaked at $33.9K in Q2 2026. 54 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

  • IFG Advisory reported no remaining Gabelli Utility Trust position as of Q3 2026 after selling out during the quarter.
  • IFG Advisory sold 5,143 Gabelli Utility Trust shares in Q3 2026, an estimated $33.9K.
  • IFG Advisory first reported a position in Gabelli Utility Trust in Q1 2026 and held it in 2 quarters.
  • IFG Advisory's Gabelli Utility Trust position peaked at $33.9K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.