Independent Advisor Alliance’s Gabelli Equity Trust GAB Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-405,588	Closed	-$2.27M	–	1277
2026 Q1	$2.27M	Buy	+405,588	New	+$2.43M	0.02%	518
2025 Q1	–	Sell	-367,744	Closed	-$1.98M	–	1020
2024 Q4	$1.98M	Buy	+367,744	New	+$2.03M	0.03%	516
2020 Q1	–	Sell	-239,847	Closed	-$1.43M	–	571
2019 Q4	$1.43M	Buy	+239,847	New	+$1.42M	0.06%	297

Other funds holding GAB

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Independent Advisor Alliance's GAB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Gabelli Equity Trust (GAB) in Q2 2026, closing a stake of 405,588 shares — an estimated $2.27M sold.

Independent Advisor Alliance first reported a position in GAB in Q4 2019 and held it in 3 quarters. The position peaked at $2.27M in Q1 2026. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Independent Advisor Alliance reported no remaining Gabelli Equity Trust position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 405,588 Gabelli Equity Trust shares in Q2 2026, an estimated $2.27M.
Independent Advisor Alliance first reported a position in Gabelli Equity Trust in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Gabelli Equity Trust position peaked at $2.27M in Q1 2026.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.