MYIA
GUT

Mount Yale Investment Advisors’s Gabelli Utility Trust GUT Stock Holding History

Mount Yale Investment 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 		$81.7K Hold
13,500
– – ﹤0.01% 1081
2025
Q4 		$81.4K Hold
13,500
– – ﹤0.01% 712
2025
Q3 		$81.9K Buy
+13,500
New +$81.2K 0.01% 660

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
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 $68.3B AUM 20.5% 1-Year Est. Return
GI
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Mount Yale Investment Advisors held its Gabelli Utility Trust (GUT) position steady in Q1 2026 at 13,500 shares worth $81.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Mount Yale Investment Advisors first reported a position in GUT in Q3 2025 and has held it in 3 quarters since. The position peaked at $81.9K in Q3 2025. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Mount Yale Investment Advisors held 13,500 shares of Gabelli Utility Trust worth $81.7K as of Q1 2026.
  • Mount Yale Investment Advisors left its Gabelli Utility Trust share count unchanged in Q1 2026.
  • Gabelli Utility Trust made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1081 holding.
  • Mount Yale Investment Advisors first reported a position in Gabelli Utility Trust in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Gabelli Utility Trust position peaked at $81.9K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

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