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Institute for Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Institute for Wealth Management’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 		$45.9K Buy
+8,113
New +$45.4K ﹤0.01% 893
2025
Q1 		– Sell
-11,240
Closed -$60.5K – 534
2024
Q4 		$60.5K Buy
11,240
+4
+0% +$22 0.01% 506
2024
Q3 		$61.7K Buy
11,236
+3
+0% +$16 0.01% 547
2024
Q2 		$58.4K Hold
11,233
– – 0.01% 503
2024
Q1 		$62K Hold
11,233
– – 0.01% 504
2023
Q4 		$57.1K Hold
11,233
– – 0.01% 484
2023
Q3 		$57.6K Sell
11,233
-46
-0.4% -$253 0.01% 453
2023
Q2 		$65.4K Hold
11,279
– – 0.01% 457
2023
Q1 		$64.7K Hold
11,279
– – 0.01% 443
2022
Q4 		$61.8K Hold
11,279
– – 0.01% 446
2022
Q3 		$62K Hold
11,279
– – 0.01% 440
2022
Q2 		$69K Buy
11,279
+120
+1% +$798 0.01% 521
2022
Q1 		$77K Hold
11,159
– – 0.01% 533
2021
Q4 		$80K Sell
11,159
-141
-1% -$989 0.01% 485
2021
Q3 		$75K Hold
11,300
– – 0.01% 477
2021
Q2 		$78K Sell
11,300
-330
-3% -$2.31K 0.01% 483
2021
Q1 		$78K Sell
11,630
-215
-2% -$1.37K 0.01% 465
2020
Q4 		$73K Hold
11,845
– – 0.01% 444
2020
Q3 		$59K Hold
11,845
– – 0.01% 415
2020
Q2 		$58K Hold
11,845
– – 0.01% 423
2020
Q1 		$50K Sell
11,845
-844
-7% -$4.65K 0.02% 399
2019
Q4 		$76K Hold
12,689
– – 0.02% 489
2019
Q3 		$74K Hold
12,689
– – 0.02% 414
2019
Q2 		$77K Hold
12,689
– – 0.02% 462
2019
Q1 		$76K Sell
12,689
-11,383
-47% -$65.6K 0.02% 438
2018
Q4 		$596K Buy
+24,072
New +$138K 0.24% 126
2018
Q1 		– Sell
-12,105
Closed -$73K – 306
2017
Q4 		$73K Buy
+12,105
New +$73.8K 0.02% 380
2017
Q3 		– Sell
-10,352
Closed -$62K – 297
2017
Q2 		$62K Buy
+10,352
New +$61.3K 0.02% 408

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 89.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
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

Institute for Wealth Management's GAB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 8,113 shares worth $45.9K. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GAB as recently as Q4 2024.

Institute for Wealth Management first reported a position in GAB in Q2 2017 and has held it in 28 quarters since. The position peaked at $596K in Q4 2018. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Institute for Wealth Management held 8,113 shares of Gabelli Equity Trust worth $45.9K as of Q2 2026.
  • Gabelli Equity Trust was a new Institute for Wealth Management position in Q2 2026.
  • Gabelli Equity Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #893 holding.
  • Institute for Wealth Management first reported a position in Gabelli Equity Trust in Q2 2017 and has held it in 28 quarters since.
  • Institute for Wealth Management's Gabelli Equity Trust position peaked at $596K in Q4 2018.
  • 223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.