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Mount Yale Investment Advisors’s Gabelli Equity Trust GAB Stock Holding History

Mount Yale Investment Advisors’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75.5K Hold
13,479
– – ﹤0.01% 1085
2025
Q4 		$83.2K Buy
13,479
+3,479
+35% +$21.1K ﹤0.01% 711
2025
Q3 		$60.9K Buy
+10,000
New +$60K ﹤0.01% 663

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mount Yale Investment Advisors's GAB Position: Q1 2026 in Review

Mount Yale Investment Advisors held its Gabelli Equity Trust (GAB) position steady in Q1 2026 at 13,479 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Mount Yale Investment Advisors first reported a position in GAB in Q3 2025 and has held it in 3 quarters since. The position peaked at $83.2K in Q4 2025. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

  • Mount Yale Investment Advisors held 13,479 shares of Gabelli Equity Trust worth $75.5K as of Q1 2026.
  • Mount Yale Investment Advisors left its Gabelli Equity Trust share count unchanged in Q1 2026.
  • Gabelli Equity Trust made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1085 holding.
  • Mount Yale Investment Advisors first reported a position in Gabelli Equity Trust in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Gabelli Equity Trust position peaked at $83.2K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.