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Institute for Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Institute for Wealth Management’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 		$531K Hold
18,050
– – 0.05% 313
2026
Q1 		$486K Sell
18,050
-1,087
-6% -$30.7K 0.05% 329
2025
Q4 		$531K Sell
19,137
-186
-1% -$5.04K 0.06% 304
2025
Q3 		$524K Sell
19,323
-384
-2% -$10.2K 0.05% 315
2025
Q2 		$513K Hold
19,707
– – 0.06% 313
2025
Q1 		$476K Sell
19,707
-40
-0.2% -$982 0.06% 300
2024
Q4 		$477K Hold
19,747
– – 0.06% 293
2024
Q3 		$483K Hold
19,747
– – 0.06% 308
2024
Q2 		$448K Sell
19,747
-39
-0.2% -$874 0.06% 304
2024
Q1 		$455K Hold
19,786
– – 0.06% 309
2023
Q4 		$428K Sell
19,786
-1,326
-6% -$26.3K 0.07% 298
2023
Q3 		$410K Sell
21,112
-2,317
-10% -$48.5K 0.07% 290
2023
Q2 		$495K Sell
23,429
-184
-0.8% -$3.8K 0.08% 269
2023
Q1 		$491K Sell
23,613
-545
-2% -$11.6K 0.09% 267
2022
Q4 		$498K Sell
24,158
-60
-0.2% -$1.23K 0.1% 262
2022
Q3 		$453K Sell
24,218
-145
-0.6% -$3.09K 0.1% 258
2022
Q2 		$498K Sell
24,363
-9
-0% -$200 0.1% 277
2022
Q1 		$601K Sell
24,372
-330
-1% -$8.22K 0.1% 256
2021
Q4 		$667K Hold
24,702
– – 0.11% 228
2021
Q3 		$637K Hold
24,702
– – 0.11% 226
2021
Q2 		$650K Sell
24,702
-100
-0.4% -$2.56K 0.11% 216
2021
Q1 		$594K Hold
24,802
– – 0.11% 226
2020
Q4 		$532K Sell
24,802
-40
-0.2% -$801 0.11% 238
2020
Q3 		$456K Sell
24,842
-135
-0.5% -$2.51K 0.1% 242
2020
Q2 		$440K Sell
24,977
-120
-0.5% -$2.03K 0.11% 259
2020
Q1 		$372K Sell
25,097
-2,353
-9% -$45.9K 0.11% 241
2019
Q4 		$603K Buy
27,450
+2,435
+10% +$51.1K 0.14% 218
2019
Q3 		$538K Hold
25,015
– – 0.14% 221
2019
Q2 		$542K Sell
25,015
-120
-0.5% -$2.57K 0.12% 242
2019
Q1 		$535K Sell
25,135
-23
-0.1% -$474 0.12% 229
2018
Q4 		$460K Sell
25,158
-571
-2% -$11.8K 0.19% 156
2018
Q3 		$617K Buy
25,729
+374
+1% +$8.89K 0.21% 144
2018
Q2 		$569K Hold
25,355
– – 0.18% 153
2018
Q1 		$557K Sell
25,355
-76
-0.3% -$1.77K 0.16% 181
2017
Q4 		$595K Buy
25,431
+900
+4% +$20.3K 0.14% 197
2017
Q3 		$547K Hold
24,531
– – 0.18% 176
2017
Q2 		$533K Buy
+24,531
New +$527K 0.15% 216

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

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

Institute for Wealth Management held its Gabelli Dividend & Income Trust (GDV) position steady in Q2 2026 at 18,050 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #313.

Institute for Wealth Management first reported a position in GDV in Q2 2017 and has held it in 37 quarters since. The position peaked at $667K in Q4 2021. 195 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

  • Institute for Wealth Management held 18,050 shares of Gabelli Dividend & Income Trust worth $531K as of Q2 2026.
  • Institute for Wealth Management left its Gabelli Dividend & Income Trust share count unchanged in Q2 2026.
  • Gabelli Dividend & Income Trust made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #313 holding.
  • Institute for Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q2 2017 and has held it in 37 quarters since.
  • Institute for Wealth Management's Gabelli Dividend & Income Trust position peaked at $667K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

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