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Mount Yale Investment Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Mount Yale Investment 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 		$794K Hold
29,472
– – 0.02% 576
2025
Q4 		$818K Hold
29,472
– – 0.04% 356
2025
Q3 		$800K Buy
+29,472
New +$786K 0.06% 322

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 12.96% 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 64.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mount Yale Investment Advisors held its Gabelli Dividend & Income Trust (GDV) position steady in Q1 2026 at 29,472 shares worth $794K. The position accounts for 0.02% of the portfolio, ranked #576.

Mount Yale Investment Advisors first reported a position in GDV in Q3 2025 and has held it in 3 quarters since. The position peaked at $818K in Q4 2025. 182 funds tracked by Wall St. Rank hold GDV as of Q1 2026.

  • Mount Yale Investment Advisors held 29,472 shares of Gabelli Dividend & Income Trust worth $794K as of Q1 2026.
  • Mount Yale Investment Advisors left its Gabelli Dividend & Income Trust share count unchanged in Q1 2026.
  • Gabelli Dividend & Income Trust made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #576 holding.
  • Mount Yale Investment Advisors first reported a position in Gabelli Dividend & Income Trust in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Gabelli Dividend & Income Trust position peaked at $818K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q1 2026.

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