Independent Advisor Alliance’s Gabelli Dividend & Income Trust GDV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-8,175	Closed	-$220K	–	1281
2026 Q1	$220K	Buy	+8,175	New	+$231K	﹤0.01%	1452
2020 Q1	–	Sell	-12,012	Closed	-$264K	–	574
2019 Q4	$264K	Buy	+12,012	New	+$252K	0.01%	723
2017 Q2	–	Sell	-16,318	Closed	-$339K	–	295
2017 Q1	$339K	Buy	+16,318	New	+$337K	0.05%	281

Other funds holding GDV

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Independent Advisor Alliance sold out of Gabelli Dividend & Income Trust (GDV) in Q2 2026, closing a stake of 8,175 shares — an estimated $220K sold.

Independent Advisor Alliance first reported a position in GDV in Q1 2017 and held it in 3 quarters. The position peaked at $339K in Q1 2017. 195 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

Independent Advisor Alliance reported no remaining Gabelli Dividend & Income Trust position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 8,175 Gabelli Dividend & Income Trust shares in Q2 2026, an estimated $220K.
Independent Advisor Alliance first reported a position in Gabelli Dividend & Income Trust in Q1 2017 and held it in 3 quarters.
Independent Advisor Alliance's Gabelli Dividend & Income Trust position peaked at $339K in Q1 2017.
195 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

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