Institute for Wealth Management, LLC.
Position in GDV — Gabelli Dividend & Income Trust
CIK 1533954
DENVER, CO
Position in GDV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$530,670
+$44,584 QoQ
Shares Held
18,050
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#21
of 74 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GDV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. GDV ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
115,773 | $2,744,977 | |
| 2 | BX |
Blackstone Inc.
|
17,555 | $2,065,696 | |
| 3 | KKR |
KKR & Co. Inc.
|
10,154 | $931,934 | |
| 4 | CET |
Central Securities Corp
|
16,394 | $859,865 | |
| 5 | ECF |
Ellsworth Growth & Income Fund Ltd
|
52,289 | $690,737 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
This page
|
18,050 | $530,670 | |
| 7 | APO |
Apollo Global Management, Inc.
|
4,340 | $513,465 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
25,742 | $479,830 |
All Filings in GDV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,670 | 18,050 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $486,086 | 18,050 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $531,434 | 19,137 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $524,232 | 19,323 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $512,579 | 19,707 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $475,529 | 19,707 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $476,890 | 19,747 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $482,814 | 19,747 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $448,454 | 19,747 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $454,682 | 19,786 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $428,169 | 19,786 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $410,417 | 21,112 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $495,054 | 23,429 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $490,914 | 23,613 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $497,896 | 24,158 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $453,360 | 24,218 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $498,223 | 24,363 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $600,526 | 24,372 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $666,954 | 24,702 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $637,064 | 24,702 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $649,909 | 24,702 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $594,255 | 24,802 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $532,250 | 24,802 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $455,850 | 24,842 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $439,595 | 24,977 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $371,686 | 25,097 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||