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
Q2 		$165K Hold
25,000
– – 0.01% 188
2026
Q1 		$151K Hold
25,000
– – 0.01% 178
2025
Q4 		$151K Buy
+25,000
New +$150K 0.01% 182

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

RKL Wealth Management's GUT Position: Q2 2026 in Review

RKL Wealth Management held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 25,000 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #188.

RKL Wealth Management first reported a position in GUT in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • RKL Wealth Management held 25,000 shares of Gabelli Utility Trust worth $165K as of Q2 2026.
  • RKL Wealth Management left its Gabelli Utility Trust share count unchanged in Q2 2026.
  • Gabelli Utility Trust made up 0.01% of RKL Wealth Management's portfolio in Q2 2026, its #188 holding.
  • RKL Wealth Management first reported a position in Gabelli Utility Trust in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.