180 WEALTH ADVISORS, LLC
Position in GDV — Gabelli Dividend & Income Trust
CIK 1730817
FEDERAL WAY, WA
Position in GDV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,104,440
+$39,574 QoQ
Shares Held
37,566
-5.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#51
of 196 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in GDV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $35,537,355 across 26 Asset Management names. GDV ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
1,086,189 | $12,284,797 | |
| 2 | TDF |
Templeton Dragon Fund Inc
|
329,251 | $3,585,543 | |
| 3 | BLK |
BlackRock, Inc.
|
3,427 | $3,295,266 | |
| 4 | HQL |
abrdn Life Sciences Investors
|
152,829 | $3,058,108 | |
| 5 | GGZ |
Gabelli Global Small & Mid Cap Value Trust
|
118,916 | $1,935,952 | |
| 6 | TYG |
Tortoise Energy Infrastructure Corp
|
43,329 | $1,857,514 | |
| 7 | PSEC |
Prospect Capital Corp
|
580,986 | $1,342,077 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
40,396 | $1,218,747 |
All Filings in GDV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,104,440 | 37,566 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,064,866 | 39,542 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,163,035 | 41,881 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,164,338 | 42,917 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,105,737 | 42,512 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,038,724 | 43,047 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,035,962 | 42,897 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,041,178 | 42,584 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $919,936 | 40,508 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $880,547 | 38,318 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $721,542 | 33,343 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $606,547 | 31,201 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $637,978 | 30,193 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $592,119 | 28,481 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $548,782 | 26,627 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $443,701 | 23,702 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $370,001 | 18,093 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $390,174 | 15,835 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $419,769 | 15,547 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $401,988 | 15,587 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $410,225 | 15,592 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $366,036 | 15,277 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $295,547 | 13,772 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $260,056 | 14,172 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $245,907 | 13,972 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $207,414 | 14,005 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||