IFWM
GGZ

Institute for Wealth Management’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Institute for Wealth Management’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 		$4.84K Buy
+298
New +$4.72K ﹤0.01% 1461

Other funds holding GGZ

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q2 2026: 298 shares worth $4.84K. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings.

17 funds tracked by Wall St. Rank hold GGZ as of Q2 2026.

  • Institute for Wealth Management held 298 shares of Gabelli Global Small and Mid-Cap Value Trust worth $4.84K as of Q2 2026.
  • Gabelli Global Small and Mid-Cap Value Trust was a new Institute for Wealth Management position in Q2 2026.
  • Gabelli Global Small and Mid-Cap Value Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1461 holding.
  • 17 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2026.

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