Position in GUT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$270,077
-$14,884 QoQ
Shares Held
40,983
-13.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#14
of 34 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in GUT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealth Quarterback LLC holds $2,750,965 across 7 Asset Management names. GUT ranks #6 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THW |
abrdn World Healthcare Fund
|
53,032 | $710,628 | |
| 2 | APO |
Apollo Global Management, Inc.
|
5,866 | $694,006 | |
| 3 | IIM |
Invesco Value Municipal Income Trust
|
31,067 | $395,482 | |
| 4 | ARCC |
Ares Capital Corp
|
17,774 | $329,352 | |
| 5 | KKR |
KKR & Co. Inc.
|
3,545 | $325,360 | |
| 6 | GUT |
Gabelli Utility Trust
This page
|
40,983 | $270,077 | |
| 7 | MIN |
Aberdeen Intermediate Income Fund
|
10,551 | $26,060 |
All Filings in GUT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,077 | 40,983 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $284,961 | 47,101 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $245,173 | 40,659 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $244,608 | 40,298 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $233,658 | 40,286 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $212,825 | 39,855 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $199,303 | 39,623 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $195,993 | 37,691 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $225,964 | 39,162 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $216,024 | 39,935 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $195,068 | 36,926 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $184,384 | 35,694 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $240,782 | 36,437 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $249,148 | 35,752 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $265,324 | 36,248 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $257,436 | 38,280 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $283,579 | 42,787 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $292,963 | 38,193 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $177,952 | 22,937 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $109,595 | 13,848 | Shares | Sole | 2021-02-17 | |
| 2020-03-31 | $5,217 | 915 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||