FFA
GGZ

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

Farther Finance 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
2025
Q2 		– Sell
-7
Closed -$83 – 4556
2025
Q1 		$83 Buy
+7
New +$85 ﹤0.01% 4090

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 $3.47B AUM 13.39% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Farther Finance Advisors's GGZ Position: Q2 2025 in Review

Farther Finance Advisors sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q2 2025, closing a stake of 7 shares — an estimated $83 sold.

Farther Finance Advisors first reported a position in GGZ in Q1 2025 and held it in 1 quarter. The position peaked at $83 in Q1 2025. 37 funds tracked by Wall St. Rank hold GGZ as of Q2 2025.

  • Farther Finance Advisors reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q2 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 7 Gabelli Global Small and Mid-Cap Value Trust shares in Q2 2025, an estimated $83.
  • Farther Finance Advisors first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q1 2025 and held it in 1 quarter.
  • Farther Finance Advisors's Gabelli Global Small and Mid-Cap Value Trust position peaked at $83 in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.