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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
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 $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Medallion Wealth Advisors's GDV Position: Q1 2026 in Review

Medallion Wealth Advisors held its Gabelli Dividend & Income Trust (GDV) position steady in Q1 2026 at 1,000 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #592.

Medallion Wealth Advisors first reported a position in GDV in Q4 2025 and has held it in 2 quarters since. The position peaked at $27.8K in Q4 2025. 182 funds tracked by Wall St. Rank hold GDV as of Q1 2026.

  • Medallion Wealth Advisors held 1,000 shares of Gabelli Dividend & Income Trust worth $26.9K as of Q1 2026.
  • Medallion Wealth Advisors left its Gabelli Dividend & Income Trust share count unchanged in Q1 2026.
  • Gabelli Dividend & Income Trust made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #592 holding.
  • Medallion Wealth Advisors first reported a position in Gabelli Dividend & Income Trust in Q4 2025 and has held it in 2 quarters since.
  • Medallion Wealth Advisors's Gabelli Dividend & Income Trust position peaked at $27.8K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.