IAA
GRX

Independent Advisor Alliance’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Independent Advisor Alliance’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,225
Closed -$147K – 1034
2024
Q4 		$147K Buy
+15,225
New +$158K ﹤0.01% 1310

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Independent Advisor Alliance's GRX Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2025, closing a stake of 15,225 shares — an estimated $147K sold.

Independent Advisor Alliance first reported a position in GRX in Q4 2024 and held it in 1 quarter. The position peaked at $147K in Q4 2024. 61 funds tracked by Wall St. Rank hold GRX as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 15,225 Gabelli Healthcare & Wellness Trust shares in Q1 2025, an estimated $147K.
  • Independent Advisor Alliance first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Gabelli Healthcare & Wellness Trust position peaked at $147K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.