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Spire Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Spire Wealth Management’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-408
Closed -$11K – 2289
2026
Q1 		$11K Hold
408
– – ﹤0.01% 1587
2025
Q4 		$11.3K Hold
408
– – ﹤0.01% 1665
2025
Q3 		$11.1K Hold
408
– – ﹤0.01% 1713
2025
Q2 		$10.6K Hold
408
– – ﹤0.01% 1703
2025
Q1 		$9.85K Hold
408
– – ﹤0.01% 1837
2024
Q4 		$9.85K Hold
408
– – ﹤0.01% 1836
2024
Q3 		$9.98K Hold
408
– – ﹤0.01% 1633
2024
Q2 		$9.27K Sell
408
-9,122
-96% -$204K ﹤0.01% 1659
2024
Q1 		$219K Sell
9,530
-588
-6% -$12.9K ﹤0.01% 743
2023
Q4 		$214K Hold
10,118
– – 0.01% 743
2023
Q3 		$197K Hold
10,118
– – 0.01% 715
2023
Q2 		$214K Hold
10,118
– – 0.01% 701
2023
Q1 		$210K Buy
10,118
+1,150
+13% +$24.4K 0.01% 711
2022
Q4 		$185K Buy
8,968
+3,860
+76% +$79.1K 0.01% 573
2022
Q3 		$96K Sell
5,108
-1,600
-24% -$34.1K 0.01% 721
2022
Q2 		$137K Hold
6,708
– – 0.01% 905
2022
Q1 		$165K Sell
6,708
-13,930
-67% -$347K ﹤0.01% 964
2021
Q4 		$557K Buy
20,638
+13,930
+208% +$371K 0.01% 661
2021
Q3 		$173K Hold
6,708
– – ﹤0.01% 977
2021
Q2 		$176K Sell
6,708
-13,930
-67% -$357K ﹤0.01% 975
2021
Q1 		$494K Buy
+20,638
New +$472K 0.01% 672

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spire Wealth Management's GDV Position: Q2 2026 in Review

Spire Wealth Management sold out of Gabelli Dividend & Income Trust (GDV) in Q2 2026, closing a stake of 408 shares — an estimated $11K sold.

Spire Wealth Management first reported a position in GDV in Q1 2021 and held it in 21 quarters. The position peaked at $557K in Q4 2021. 195 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

  • Spire Wealth Management reported no remaining Gabelli Dividend & Income Trust position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 408 Gabelli Dividend & Income Trust shares in Q2 2026, an estimated $11K.
  • Spire Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's Gabelli Dividend & Income Trust position peaked at $557K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.