RIL
GUT

Rothschild Investment LLC’s Gabelli Utility Trust GUT Stock Holding History

Rothschild Investment LLC’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 		$305K Hold
46,294
– – 0.01% 752
2026
Q1 		$280K Buy
46,294
+5,000
+12% +$30.3K 0.01% 567
2025
Q4 		$249K Hold
41,294
– – 0.01% 551
2025
Q3 		$251K Sell
41,294
-2,100
-5% -$12.6K 0.01% 531
2025
Q2 		$252K Hold
43,394
– – 0.02% 454
2025
Q1 		$232K Sell
43,394
-215
-0.5% -$1.16K 0.02% 477
2024
Q4 		$219K Buy
43,609
+590
+1% +$3.06K 0.01% 484
2024
Q3 		$224K Sell
43,019
-2,329
-5% -$13.5K 0.01% 490
2024
Q2 		$262K Hold
45,348
– – 0.02% 442
2024
Q1 		$245K Hold
45,348
– – 0.02% 433
2023
Q4 		$240K Sell
45,348
-8,208
-15% -$46.1K 0.02% 384
2023
Q3 		$277K Hold
53,556
– – 0.02% 393
2023
Q2 		$354K Hold
53,556
– – 0.03% 354
2023
Q1 		$373K Hold
53,556
– – 0.03% 337
2022
Q4 		$392K Hold
53,556
– – 0.04% 323
2022
Q3 		$360K Hold
53,556
– – 0.04% 330
2022
Q2 		$355K Hold
53,556
– – 0.03% 348
2022
Q1 		$373K Hold
53,556
– – 0.03% 360
2021
Q4 		$430K Hold
53,556
– – 0.03% 347
2021
Q3 		$411K Buy
53,556
+39,911
+292% +$313K 0.03% 342
2021
Q2 		$106K Buy
13,645
+1,707
+14% +$12.3K 0.01% 472
2021
Q1 		$81K Buy
+11,938
New +$90.5K 0.01% 454

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 $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
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Rothschild Investment LLC's GUT Position: Q2 2026 in Review

Rothschild Investment LLC held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 46,294 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #752.

Rothschild Investment LLC first reported a position in GUT in Q1 2021 and has held it in 22 quarters since. The position peaked at $430K in Q4 2021. 53 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Rothschild Investment LLC held 46,294 shares of Gabelli Utility Trust worth $305K as of Q2 2026.
  • Rothschild Investment LLC left its Gabelli Utility Trust share count unchanged in Q2 2026.
  • Gabelli Utility Trust made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #752 holding.
  • Rothschild Investment LLC first reported a position in Gabelli Utility Trust in Q1 2021 and has held it in 22 quarters since.
  • Rothschild Investment LLC's Gabelli Utility Trust position peaked at $430K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.