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IFP Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

IFP Advisors’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$537K Buy
18,260
+3,836
+27% +$111K 0.01% 1014
2026
Q1 		$388K Buy
14,424
+2,813
+24% +$79.3K 0.01% 1068
2025
Q4 		$322K Buy
11,611
+8,142
+235% +$221K 0.01% 1128
2025
Q3 		$94.1K Buy
3,469
+2,161
+165% +$57.6K ﹤0.01% 1717
2025
Q2 		$34K Buy
1,308
+101
+8% +$2.43K ﹤0.01% 2255
2025
Q1 		$29.1K Buy
1,207
+2
+0.2% +$49 ﹤0.01% 2134
2024
Q4 		$29.1K Buy
1,205
+1,126
+1,425% +$27.8K ﹤0.01% 2080
2024
Q3 		$1.94K Buy
79
+1
+1% +$23 ﹤0.01% 2918
2024
Q2 		$1.77K Sell
78
-1,180
-94% -$26.5K ﹤0.01% 2836
2024
Q1 		$28.9K Buy
1,258
+1
+0.1% +$22 ﹤0.01% 1809
2023
Q4 		$27.2K Buy
1,257
+1
+0.1% +$20 ﹤0.01% 1797
2023
Q3 		$24.4K Sell
1,256
-541
-30% -$11.3K ﹤0.01% 1841
2023
Q2 		$38K Sell
1,797
-177
-9% -$3.65K ﹤0.01% 1723
2023
Q1 		$44.2K Sell
1,974
-974
-33% -$20.6K ﹤0.01% 1642
2022
Q4 		$65K Buy
2,948
+710
+32% +$14.5K ﹤0.01% 2047
2022
Q3 		$49K Buy
2,238
+748
+50% +$15.9K ﹤0.01% 2383
2022
Q2 		$33K Hold
1,490
– – ﹤0.01% 2456
2022
Q1 		$33K Buy
+1,490
New +$37.1K ﹤0.01% 2456
2019
Q1 		$25K Sell
1,152
-1,155
-50% -$23.8K ﹤0.01% 1248
2018
Q4 		$42K Sell
2,307
-3,568
-61% -$73.9K ﹤0.01% 1702
2018
Q3 		$140K Sell
5,875
-56
-0.9% -$1.33K 0.01% 1278
2018
Q2 		$134K Sell
5,931
-144
-2% -$3.23K 0.01% 1316
2018
Q1 		$142K Hold
6,075
– – 0.01% 1165
2017
Q4 		$142K Sell
6,075
-6,261
-51% -$141K 0.01% 1172
2017
Q3 		$276K Sell
12,336
-576
-4% -$12.6K 0.01% 958
2017
Q2 		$282K Buy
12,912
+243
+2% +$5.22K 0.01% 936
2017
Q1 		$264K Sell
12,669
-855
-6% -$17.6K 0.01% 971
2016
Q4 		$271K Buy
13,524
+780
+6% +$15.1K 0.01% 901
2016
Q3 		$245K Buy
12,744
+1,073
+9% +$21.1K 0.01% 900
2016
Q2 		$223K Buy
11,671
+10,519
+913% +$197K 0.01% 915
2016
Q1 		$25K Sell
1,152
-7,240
-86% -$123K ﹤0.01% 1247
2015
Q4 		$155K Buy
+8,392
New +$158K 0.01% 956

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's GDV Position: Q2 2026 in Review

IFP Advisors increased its Gabelli Dividend & Income Trust (GDV) stake by 27% in Q2 2026, buying an estimated $111K and bringing the position to 18,260 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #1014.

IFP Advisors first reported a position in GDV in Q4 2015 and has held it in 32 quarters since. 195 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

  • IFP Advisors held 18,260 shares of Gabelli Dividend & Income Trust worth $537K as of Q2 2026.
  • IFP Advisors bought 3,836 Gabelli Dividend & Income Trust shares in Q2 2026, an estimated $111K.
  • Gabelli Dividend & Income Trust made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1014 holding.
  • IFP Advisors first reported a position in Gabelli Dividend & Income Trust in Q4 2015 and has held it in 32 quarters since.
  • 195 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.