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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 2026 vs. Q1 2026

How the institutions holding Gabelli Global Small & Mid Cap Value Trust changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of GGZ: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders421410
Shares1.84M162.31M+475.7K (+25.9%)
Value$27.6M$240$37.6M+$10.1M (+36.5%)

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (3)

Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to GGZ in Q2 2026
InstitutionSharesValue% of portfolio
Atlas Wealth LLC523,754$8.53M1.22%
Institute for Wealth Management, LLC.298$4.84K0.00%
SRS Capital Advisors, Inc.160$2.60K0.00%

Sold out (3)

Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of GGZ in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Advisory Services Network, LLC400$6.01K
MAI Capital Management73$1.10K
Spire Wealth Management40$601

Not filed for Q2 2026 yet (1)

Institutions that held Gabelli Global Small & Mid Cap Value Trust at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GGZ in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC16$240