PAG
GUT

Private Advisor Group’s Gabelli Utility Trust GUT Stock Holding History

Private Advisor Group’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 		$243K Buy
36,850
+21,530
+141% +$134K ﹤0.01% 2237
2026
Q1 		$92.7K Sell
15,320
-9,913
-39% -$60K ﹤0.01% 2535
2025
Q4 		$152K Buy
25,233
+84
+0.3% +$505 ﹤0.01% 2437
2025
Q3 		$153K Buy
25,149
+88
+0.4% +$529 ﹤0.01% 2372
2025
Q2 		$145K Buy
25,061
+88
+0.4% +$476 ﹤0.01% 2284
2025
Q1 		$133K Buy
24,973
+3,887
+18% +$20.9K ﹤0.01% 2164
2024
Q4 		$106K Buy
21,086
+7,087
+51% +$36.7K ﹤0.01% 2167
2024
Q3 		$72.8K Sell
13,999
-276
-2% -$1.59K ﹤0.01% 2331
2024
Q2 		$82.4K Buy
14,275
+90
+0.6% +$511 ﹤0.01% 2246
2024
Q1 		$76.7K Buy
14,185
+93
+0.7% +$491 ﹤0.01% 2221
2023
Q4 		$74.4K Buy
14,092
+85
+0.6% +$477 ﹤0.01% 2142
2023
Q3 		$72.4K Sell
14,007
-3,046
-18% -$20.1K ﹤0.01% 1997
2023
Q2 		$113K Buy
17,053
+10
+0.1% +$68 ﹤0.01% 1914
2023
Q1 		$119K Buy
17,043
+10
+0.1% +$71 ﹤0.01% 1851
2022
Q4 		$125 Buy
17,033
+3,088
+22% +$21.2K ﹤0.01% 1565
2022
Q3 		$94K Buy
13,945
+2,253
+19% +$16.6K ﹤0.01% 1785
2022
Q2 		$77K Buy
11,692
+462
+4% +$3.17K ﹤0.01% 1979
2022
Q1 		$78K Buy
11,230
+329
+3% +$2.54K ﹤0.01% 2012
2021
Q4 		$88K Hold
10,901
– – ﹤0.01% 2039
2021
Q3 		$84K Buy
+10,901
New +$85.5K ﹤0.01% 1959
2020
Q3 		– Sell
-641
Closed -$5K – 2364
2020
Q2 		$5K Buy
+641
New +$4.31K ﹤0.01% 3238
2015
Q3 		– Sell
-13,453
Closed -$79K – 1078
2015
Q2 		$79K Sell
13,453
-53,915
-80% -$369K ﹤0.01% 1014
2015
Q1 		$468K Buy
67,368
+6,708
+11% +$47.3K 0.03% 577
2014
Q4 		$433K Buy
60,660
+20,126
+50% +$141K 0.03% 589
2014
Q3 		$282K Buy
+40,534
New +$284K 0.02% 718

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

Private Advisor Group's GUT Position: Q2 2026 in Review

Private Advisor Group increased its Gabelli Utility Trust (GUT) stake by 141% in Q2 2026, buying an estimated $134K and bringing the position to 36,850 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Private Advisor Group first reported a position in GUT in Q3 2014 and has held it in 25 quarters since. The position peaked at $468K in Q1 2015. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Private Advisor Group held 36,850 shares of Gabelli Utility Trust worth $243K as of Q2 2026.
  • Private Advisor Group bought 21,530 Gabelli Utility Trust shares in Q2 2026, an estimated $134K.
  • Gabelli Utility Trust made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2237 holding.
  • Private Advisor Group first reported a position in Gabelli Utility Trust in Q3 2014 and has held it in 25 quarters since.
  • Private Advisor Group's Gabelli Utility Trust position peaked at $468K in Q1 2015.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.