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Medallion Wealth Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Medallion Wealth Advisors’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 		$29.4K Hold
1,000
– – 0.01% 569
2026
Q1 		$26.9K Hold
1,000
– – 0.01% 592
2025
Q4 		$27.8K Buy
+1,000
New +$27.1K 0.01% 575

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

Medallion Wealth Advisors's GDV Position: Q2 2026 in Review

Medallion Wealth Advisors held its Gabelli Dividend & Income Trust (GDV) position steady in Q2 2026 at 1,000 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #569.

Medallion Wealth Advisors first reported a position in GDV in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

  • Medallion Wealth Advisors held 1,000 shares of Gabelli Dividend & Income Trust worth $29.4K as of Q2 2026.
  • Medallion Wealth Advisors left its Gabelli Dividend & Income Trust share count unchanged in Q2 2026.
  • Gabelli Dividend & Income Trust made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #569 holding.
  • Medallion Wealth Advisors first reported a position in Gabelli Dividend & Income Trust in Q4 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.