RWM
GUT

RKL Wealth Management’s Gabelli Utility Trust GUT Stock Holding History

RKL Wealth Management’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 		$151K Hold
25,000
– – 0.01% 178
2025
Q4 		$151K Buy
+25,000
New +$150K 0.01% 182

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $38.8B AUM 21.88% 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 $177M AUM 44.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RKL Wealth Management's GUT Position: Q1 2026 in Review

RKL Wealth Management held its Gabelli Utility Trust (GUT) position steady in Q1 2026 at 25,000 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #178.

RKL Wealth Management first reported a position in GUT in Q4 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • RKL Wealth Management held 25,000 shares of Gabelli Utility Trust worth $151K as of Q1 2026.
  • RKL Wealth Management left its Gabelli Utility Trust share count unchanged in Q1 2026.
  • Gabelli Utility Trust made up 0.01% of RKL Wealth Management's portfolio in Q1 2026, its #178 holding.
  • RKL Wealth Management first reported a position in Gabelli Utility Trust in Q4 2025 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.