Beckerman Institutional’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Beckerman Institutional’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	$933K	Sell	57,321 -208	-0.4%	-$3.3K	0.44%	52
2026 Q1	$864K	Sell	57,529 -1,356	-2%	-$21.3K	0.46%	49
2025 Q4	$883K	Buy	58,885 +942	+2%	+$13.4K	0.5%	46
2025 Q3	$837K	Buy	57,943 +16,069	+38%	+$225K	0.49%	49
2025 Q2	$558K	Buy	41,874 +11,549	+38%	+$143K	0.37%	65
2025 Q1	$364K	Buy	+30,325	New	+$370K	0.26%	79

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

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

Beckerman Institutional's GGZ Position: Q2 2026 in Review

Beckerman Institutional reduced its Gabelli Global Small and Mid-Cap Value Trust (GGZ) stake by 0.36% in Q2 2026, selling an estimated $3.3K and leaving 57,321 shares worth $933K. The position accounts for 0.44% of the portfolio, ranked #52.

Beckerman Institutional first reported a position in GGZ in Q1 2025 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold GGZ as of Q2 2026.

Beckerman Institutional held 57,321 shares of Gabelli Global Small and Mid-Cap Value Trust worth $933K as of Q2 2026.
Beckerman Institutional sold 208 Gabelli Global Small and Mid-Cap Value Trust shares in Q2 2026, an estimated $3.3K.
Gabelli Global Small and Mid-Cap Value Trust made up 0.44% of Beckerman Institutional's portfolio in Q2 2026, its #52 holding.
Beckerman Institutional first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q1 2025 and has held it in 6 quarters since.
41 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.