NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in GUT — Gabelli Utility Trust
CIK 1109767
CEDAR RAPIDS, IA
Position in GUT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$360,479
+$41,396 QoQ
Shares Held
54,701
+3.7% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#25
of 98 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GUT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $48,217,299 across 58 Asset Management names. GUT ranks #38 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
484,445 | $6,200,896 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
121,510 | $4,888,347 | |
| 3 | BX |
Blackstone Inc.
|
35,897 | $4,223,999 | |
| 4 | BLK |
BlackRock, Inc.
|
3,279 | $3,152,955 | |
| 5 | AMP |
Ameriprise Financial Inc
|
6,138 | $2,815,868 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
98,614 | $1,555,142 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
26,728 | $1,339,072 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
54,091 | $1,282,497 |
All Filings in GUT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,479 | 54,701 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $319,083 | 52,741 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $318,028 | 52,741 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $319,858 | 52,695 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $305,236 | 52,627 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $280,638 | 52,554 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $271,529 | 53,982 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $280,446 | 53,932 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $298,932 | 51,808 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $266,726 | 49,308 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $241,989 | 45,808 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $225,927 | 43,736 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $277,451 | 41,986 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $282,138 | 40,486 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $276,530 | 37,779 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $213,716 | 31,779 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $136,060 | 20,529 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||