BI
GGZ

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

Beckerman Institutional's GGZ Position: Q1 2026 in Review

Beckerman Institutional reduced its Gabelli Global Small and Mid-Cap Value Trust (GGZ) stake by 2.3% in Q1 2026, selling an estimated $21.3K and leaving 57,529 shares worth $864K. The position accounts for 0.46% of the portfolio, ranked #49.

Beckerman Institutional first reported a position in GGZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $883K in Q4 2025. 42 funds tracked by Wall St. Rank hold GGZ as of Q1 2026.

  • Beckerman Institutional held 57,529 shares of Gabelli Global Small and Mid-Cap Value Trust worth $864K as of Q1 2026.
  • Beckerman Institutional sold 1,356 Gabelli Global Small and Mid-Cap Value Trust shares in Q1 2026, an estimated $21.3K.
  • Gabelli Global Small and Mid-Cap Value Trust made up 0.46% of Beckerman Institutional's portfolio in Q1 2026, its #49 holding.
  • Beckerman Institutional first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q1 2025 and has held it in 5 quarters since.
  • Beckerman Institutional's Gabelli Global Small and Mid-Cap Value Trust position peaked at $883K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.