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 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mercer Global Advisors's GUT Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in Gabelli Utility Trust (GUT) in Q1 2026: 11,559 shares worth $69.9K. The stake represents ﹤0.01% of the portfolio and ranks #3087 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in GUT as recently as Q1 2025.

Mercer Global Advisors first reported a position in GUT in Q1 2019 and has held it in 7 quarters since. The position peaked at $152K in Q4 2019. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

Mercer Global Advisors held 11,559 shares of Gabelli Utility Trust worth $69.9K as of Q1 2026.
Gabelli Utility Trust was a new Mercer Global Advisors position in Q1 2026.
Gabelli Utility Trust made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #3087 holding.
Mercer Global Advisors first reported a position in Gabelli Utility Trust in Q1 2019 and has held it in 7 quarters since.
Mercer Global Advisors's Gabelli Utility Trust position peaked at $152K in Q4 2019.
93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.