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Gabelli Equity Trust shares owned by Aspiriant

Quarter-by-quarter ownership of Gabelli Equity Trust (GAB) shares owned by Aspiriant from 13F filings

Historical chart of Aspiriant investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Equity Trust held by Aspiriant consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Equity Trust by Aspiriant

Quarter filed Position value Share count Share price at filing
2024-09-30 $59k 11k 5.49
2024-06-30 $56k 11k 5.20
2019-03-31 $117k 19k 6.15
2018-12-31 $97k 19k 5.10
2018-09-30 $123k 19k 6.47

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

Top funds holding Gabelli Equity Trust

LPL Financial
Morgan Stanley
Commonwealth Equity Services
Philadelphia Trust Company
GAMCO Asset Management
Bank of America Corporation
Royal Bank of Canada
Golden State Wealth Management
Live Oak Private Wealth
Cetera Investment Advisers
Raymond James Financial
Scotia Capital
Wells Fargo & Company
Creative Planning
International Assets Investment Management

View all funds holding Gabelli Equity Trust