Ancora Advisors’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Ancora Advisors’s Portfolio GGZ Stock Details GGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$81.4K	Hold	5,000	–	–	﹤0.01%	949
2026 Q1	$75.1K	Hold	5,000	–	–	﹤0.01%	999
2025 Q4	$75K	Hold	5,000	–	–	﹤0.01%	1014
2025 Q3	$72.3K	Hold	5,000	–	–	﹤0.01%	950
2025 Q2	$66.6K	Hold	5,000	–	–	﹤0.01%	961
2025 Q1	$60K	Hold	5,000	–	–	﹤0.01%	972
2024 Q4	$58.5K	Hold	5,000	–	–	﹤0.01%	969
2024 Q3	$62K	Hold	5,000	–	–	﹤0.01%	933
2024 Q2	$56.5K	Hold	5,000	–	–	﹤0.01%	919
2024 Q1	$60.1K	Hold	5,000	–	–	﹤0.01%	919
2023 Q4	$58.6K	Hold	5,000	–	–	﹤0.01%	902
2023 Q3	$51.8K	Hold	5,000	–	–	﹤0.01%	908
2023 Q2	$59.9K	Hold	5,000	–	–	﹤0.01%	867
2023 Q1	$58.2K	Hold	5,000	–	–	﹤0.01%	877
2022 Q4	$56K	Hold	5,000	–	–	﹤0.01%	944
2022 Q3	$48K	Hold	5,000	–	–	﹤0.01%	1103
2022 Q2	$55K	Hold	5,000	–	–	﹤0.01%	1130
2022 Q1	$70K	Hold	5,000	–	–	﹤0.01%	1129
2021 Q4	$79K	Hold	5,000	–	–	﹤0.01%	1100
2021 Q3	$80K	Hold	5,000	–	–	﹤0.01%	1043
2021 Q2	$80K	Hold	5,000	–	–	﹤0.01%	967
2021 Q1	$73K	Hold	5,000	–	–	﹤0.01%	952
2020 Q4	$65K	Hold	5,000	–	–	﹤0.01%	828
2020 Q3	$50K	Hold	5,000	–	–	﹤0.01%	856
2020 Q2	$44K	Sell	5,000 -70,000	-93%	-$591K	﹤0.01%	847
2020 Q1	$545K	Buy	75,000 +40,500	+117%	+$420K	0.03%	440
2019 Q4	$408K	Buy	34,500 +11,500	+50%	+$130K	0.02%	536
2019 Q3	$256K	Buy	+23,000	New	+$256K	0.01%	562
2017 Q1	–	Sell	-100	Closed	-$1K	–	788
2016 Q4	$1K	Buy	+100	New	+$1.05K	﹤0.01%	1209

Other funds holding GGZ

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Advisors's GGZ Position: Q2 2026 in Review

Ancora Advisors held its Gabelli Global Small and Mid-Cap Value Trust (GGZ) position steady in Q2 2026 at 5,000 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Ancora Advisors first reported a position in GGZ in Q4 2016 and has held it in 29 quarters since. The position peaked at $545K in Q1 2020. 41 funds tracked by Wall St. Rank hold GGZ as of Q2 2026.

Ancora Advisors held 5,000 shares of Gabelli Global Small and Mid-Cap Value Trust worth $81.4K as of Q2 2026.
Ancora Advisors left its Gabelli Global Small and Mid-Cap Value Trust share count unchanged in Q2 2026.
Gabelli Global Small and Mid-Cap Value Trust made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #949 holding.
Ancora Advisors first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q4 2016 and has held it in 29 quarters since.
Ancora Advisors's Gabelli Global Small and Mid-Cap Value Trust position peaked at $545K in Q1 2020.
41 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.