Mercer Global Advisors
GUT

Mercer Global Advisors’s Gabelli Utility Trust GUT Stock Holding History

Mercer Global Advisors’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.9K Buy
11,668
+109
+0.9% +$679 ﹤0.01% 3475
2026
Q1 		$69.9K Buy
+11,559
New +$69.9K ﹤0.01% 3087
2025
Q2 		– Sell
-11,066
Closed -$59.1K – 2305
2025
Q1 		$59.1K Buy
11,066
+74
+0.7% +$398 ﹤0.01% 2092
2024
Q4 		$55.3K Buy
+10,992
New +$57K ﹤0.01% 2079
2020
Q1 		– Sell
-20,016
Closed -$152K – 1160
2019
Q4 		$152K Buy
20,016
+35
+0.2% +$260 ﹤0.01% 1103
2019
Q3 		$144K Buy
19,981
+37
+0.2% +$259 ﹤0.01% 1055
2019
Q2 		$136K Buy
19,944
+37
+0.2% +$250 ﹤0.01% 1086
2019
Q1 		$135K Buy
+19,907
New +$127K ﹤0.01% 1006

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mercer Global Advisors's GUT Position: Q2 2026 in Review

Mercer Global Advisors increased its Gabelli Utility Trust (GUT) stake by 0.94% in Q2 2026, buying an estimated $679 and bringing the position to 11,668 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3475.

Mercer Global Advisors first reported a position in GUT in Q1 2019 and has held it in 8 quarters since. The position peaked at $152K in Q4 2019. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Mercer Global Advisors held 11,668 shares of Gabelli Utility Trust worth $76.9K as of Q2 2026.
  • Mercer Global Advisors bought 109 Gabelli Utility Trust shares in Q2 2026, an estimated $679.
  • Gabelli Utility Trust made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3475 holding.
  • Mercer Global Advisors first reported a position in Gabelli Utility Trust in Q1 2019 and has held it in 8 quarters since.
  • Mercer Global Advisors's Gabelli Utility Trust position peaked at $152K in Q4 2019.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.