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

Maltin 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 Q3	$622K	Buy	21,988 +217	+1%	+$6.46K	0.2%	83
2026 Q2	$640K	Sell	21,771 -1,528	-7%	-$44.2K	0.21%	80
2026 Q1	$627K	Sell	23,299 -256	-1%	-$7.22K	0.24%	75
2025 Q4	$654K	Sell	23,555 -797	-3%	-$21.6K	0.26%	73
2025 Q3	$661K	Buy	24,352 +123	+0.5%	+$3.28K	0.27%	69
2025 Q2	$630K	Sell	24,229 -2,121	-8%	-$51.1K	0.28%	70
2025 Q1	$636K	Sell	26,350 -25,116	-49%	-$617K	0.3%	70
2024 Q4	$1.24M	Buy	51,466 +1,727	+3%	+$42.6K	0.61%	49
2024 Q3	$1.22M	Buy	49,739 +23,073	+87%	+$542K	0.59%	50
2024 Q2	$606K	Buy	26,666 +220	+0.8%	+$4.93K	0.33%	69
2024 Q1	$608K	Buy	26,446 +364	+1%	+$7.99K	0.34%	70
2023 Q4	$564K	Buy	26,082 +393	+2%	+$7.8K	0.36%	69
2023 Q3	$499K	Sell	25,689 -107	-0.4%	-$2.24K	0.35%	72
2023 Q2	$545K	Sell	25,796 -287	-1%	-$5.92K	0.39%	66
2023 Q1	$542K	Buy	26,083 +344	+1%	+$7.29K	0.39%	65
2022 Q4	$530K	Sell	25,739 -5,689	-18%	-$117K	0.39%	65
2022 Q3	$588K	Sell	31,428 -2,959	-9%	-$63K	0.46%	69
2022 Q2	$703K	Sell	34,387 -590	-2%	-$13.1K	0.51%	65
2022 Q1	$862K	Sell	34,977 -46,910	-57%	-$1.17M	0.57%	57
2021 Q4	$2.21M	Buy	81,887 +990	+1%	+$26.4K	1.33%	26
2021 Q3	$2.09M	Buy	80,897 +1,345	+2%	+$35.6K	1.28%	26
2021 Q2	$2.09M	Buy	79,552 +128	+0.2%	+$3.28K	1.27%	26
2021 Q1	$1.9M	Buy	79,424 +1,733	+2%	+$39.6K	1.23%	23
2020 Q4	$1.67M	Sell	77,691 -7,682	-9%	-$154K	1.17%	25
2020 Q3	$1.57M	Sell	85,373 -11,452	-12%	-$213K	1.11%	29
2020 Q2	$1.7M	Sell	96,825 -14,689	-13%	-$248K	1.29%	26
2020 Q1	$1.65M	Buy	+111,514	New	+$2.18M	1.4%	22

Other funds holding GDV

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Maltin Wealth Management's GDV Position: Q3 2026 in Review

Maltin Wealth Management increased its Gabelli Dividend & Income Trust (GDV) stake by 1% in Q3 2026, buying an estimated $6.46K and bringing the position to 21,988 shares worth $622K. The position accounts for 0.2% of the portfolio, ranked #83.

Maltin Wealth Management first reported a position in GDV in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.21M in Q4 2021. 18 funds tracked by Wall St. Rank hold GDV as of Q3 2026.

Maltin Wealth Management held 21,988 shares of Gabelli Dividend & Income Trust worth $622K as of Q3 2026.
Maltin Wealth Management bought 217 Gabelli Dividend & Income Trust shares in Q3 2026, an estimated $6.46K.
Gabelli Dividend & Income Trust made up 0.2% of Maltin Wealth Management's portfolio in Q3 2026, its #83 holding.
Maltin Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q1 2020 and has held it in 27 quarters since.
Maltin Wealth Management's Gabelli Dividend & Income Trust position peaked at $2.21M in Q4 2021.
18 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.