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
Q2 		$89K Hold
13,500
– – ﹤0.01% 1176
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

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

Mount Yale Investment Advisors's GUT Position: Q2 2026 in Review

Mount Yale Investment Advisors held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 13,500 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Mount Yale Investment Advisors first reported a position in GUT in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Mount Yale Investment Advisors held 13,500 shares of Gabelli Utility Trust worth $89K as of Q2 2026.
  • Mount Yale Investment Advisors left its Gabelli Utility Trust share count unchanged in Q2 2026.
  • Gabelli Utility Trust made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1176 holding.
  • Mount Yale Investment Advisors first reported a position in Gabelli Utility Trust in Q3 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.