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Gabelli Global Small & Mid Cap Value Trust hedge fund holdings

GGZNYSE
$15.38-0.01 (-0.06%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

GGZ · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+6.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025812$809K$1.57M37Aug 14, 2025
Q3 2025149$2.43M$2.02M43Nov 14, 2025
Q4 20251114$987K$2.25M46Feb 14, 2026
Q1 202699$856K$1.4M42May 15, 2026
Q2 202658$9.17M$1.42M40Aug 14, 2026

Quarterly action breakdown

Q2 2026
40 filers
New position
2
$8.53M+524K sh
Increased
3
$635K+39K sh
Reduced
6
-$1.42M-87K sh
Out / sold
2
-$7.16K-440 sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Atlas Wealth LLCNew Buy+$8.53M$8.53M1.22%Jul 28, 2026
GatePass Capital, LLCReduce 9.20%-$130K$1.29M0.49%Jul 30, 2026
Private Management Group IncReduce 2.27%-$94.7K$4.08M0.11%Jul 31, 2026
Evolve Private Wealth, LLCReduce 5.00%-$56.6K$1.08M0.07%Aug 12, 2026
CSS LLCReduce 5.23%-$30.6K$555K0.02%Aug 14, 2026
180 Wealth Advisors, LLCReduce 0.75%-$14.6K$1.94M0.19%Jul 7, 2026
Institute for Wealth Management, LLC.New Buy+$4.85K$4.85K0.00%Jul 28, 2026
Beckerman Institutional, LLCReduce 0.36%-$3.39K$933K0.44%Aug 11, 2026
Silverlake Wealth Management LLCAdded 0.51%+$1.24K$244K0.05%Aug 6, 2026
Spire Wealth ManagementSell 100%-$601$00.00%Jul 15, 2026

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