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Gabelli Global Small & Mid Cap Value Trust

GGZ
Exchange
NYSE
SEC CIK
0001585855

No open-market purchases or sales by Gabelli Global Small & Mid Cap Value Trust insiders were filed in the last 90 days; 41 institutions reported holding it in 13F filings for Q2 2026, worth $37.6M in total; no superinvestor holds it.

Q2 2024 vs. Q1 2024

How the institutions holding Gabelli Global Small & Mid Cap Value Trust changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of GGZ: Q1 2024 compared with Q2 2024
MeasureQ1 2024Q2 2024Change
Holders3840+2
Shares1.79M2.52M+737.7K (+41.3%)
Value$21.5M$28.6M+$7.11M (+33.1%)

New holders (5)

Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to GGZ in Q2 2024
InstitutionSharesValue% of portfolio
Atlas Wealth LLC613,069$6.97M1.08%
Sanctuary Advisors, LLC74,011$843.0K0.01%
Janney Montgomery Scott LLC16,013$181.0K0.00%
International Assets Investment Management, LLC2,135$24.1K0.00%
FMR LLC1$110.00%

Sold out (3)

Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of GGZ in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Thomas J. Herzfeld Advisors, Inc.230$2.77K
Princeton Global Asset Management LLC26$313
JPMorgan Chase & Co15$180