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Equibles

Balboa Wealth Partners

Position in GUT — Gabelli Utility Trust

CIK 1929008 SCOTTSDALE, AZ
Back to GUT Full portfolio

Position in GUT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$727,819
+$42,609 QoQ
Shares Held
110,443
-2.5% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#13
of 100 holders
Holding Since
Sep 2022
16 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, 2026

Balboa Wealth Partners holds $7,120,749 across 10 Asset Management names. GUT ranks #3 (10.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 17,247 $2,391,243
2 STT
State Street Corp
 19,507 $1,199,340
3 GUT
Gabelli Utility Trust
This page 		110,443 $727,819
4 ARCC
Ares Capital Corp
 34,896 $646,622
5 MAIN
Main Street Capital CORP
 9,668 $501,575
6 HTGC
Hercules Capital, Inc.
 27,977 $441,197
7 ECC
Eagle Point Credit Co
 87,538 $325,641
8 FTHY
First Trust High Yield Opportunities 2027 Term Fund
 23,563 $322,813

All Filings in GUT

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $727,819 110,443
2026-03-31 $685,210 113,258
2025-12-31 $630,611 104,579
2025-09-30 $660,919 108,883
2025-06-30 $652,181 112,445
2025-03-31 $678,201 127,004
2024-12-31 $640,600 127,356
2024-09-30 $669,208 128,694
2024-06-30 $725,254 125,694
2024-03-31 $662,056 122,390
2023-12-31 $537,461 101,740
2023-09-30 $490,044 94,865
2023-06-30 $568,239 85,990
2023-03-31 $606,912 87,090
2022-12-31 $584,038 79,790
2022-09-30 $632,428 94,040