IFWM
GAM

Institute for Wealth Management’s General American Investors Company GAM Stock Holding History

Institute for Wealth Management’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$115K Buy
+1,809
New +$115K 0.01% 651
2019
Q1 		– Sell
-34,282
Closed -$882K – 455
2018
Q4 		$882K Buy
+34,282
New +$1.12M 0.36% 83
2018
Q2 		– Sell
-37,382
Closed -$995K – 225
2018
Q1 		$995K Buy
+37,382
New +$1.3M 0.29% 126

Other funds holding GAM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Institute for Wealth Management's GAM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in General American Investors Company (GAM) in Q2 2026: 1,809 shares worth $115K. The stake represents 0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GAM as recently as Q4 2018.

Institute for Wealth Management first reported a position in GAM in Q1 2018 and has held it in 3 quarters since. The position peaked at $995K in Q1 2018. 104 funds tracked by Wall St. Rank hold GAM as of Q2 2026.

  • Institute for Wealth Management held 1,809 shares of General American Investors Company worth $115K as of Q2 2026.
  • General American Investors Company was a new Institute for Wealth Management position in Q2 2026.
  • General American Investors Company made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #651 holding.
  • Institute for Wealth Management first reported a position in General American Investors Company in Q1 2018 and has held it in 3 quarters since.
  • Institute for Wealth Management's General American Investors Company position peaked at $995K in Q1 2018.
  • 104 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.