Medallion Wealth Advisors
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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
Q3 		$28.3K Hold
1,000
– – 0.01% 558
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 $1.96T AUM 27.49% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Gabelli & Co Investment Advisers
Gabelli & Co Investment Advisers Rye, New York $640M AUM 53.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Medallion Wealth Advisors's GDV Position: Q3 2026 in Review

Medallion Wealth Advisors held its Gabelli Dividend & Income Trust (GDV) position steady in Q3 2026 at 1,000 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #558.

Medallion Wealth Advisors first reported a position in GDV in Q4 2025 and has held it in 4 quarters since. The position peaked at $29.4K in Q2 2026. 159 funds tracked by Wall St. Rank hold GDV as of Q3 2026.

  • Medallion Wealth Advisors held 1,000 shares of Gabelli Dividend & Income Trust worth $28.3K as of Q3 2026.
  • Medallion Wealth Advisors left its Gabelli Dividend & Income Trust share count unchanged in Q3 2026.
  • Gabelli Dividend & Income Trust made up 0.01% of Medallion Wealth Advisors's portfolio in Q3 2026, its #558 holding.
  • Medallion Wealth Advisors first reported a position in Gabelli Dividend & Income Trust in Q4 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Gabelli Dividend & Income Trust position peaked at $29.4K in Q2 2026.
  • 159 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.