Jeff Yass’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Jeff Yass’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	$185K	Buy	11,351 +112	+1%	+$1.77K	﹤0.01%	12038
2026 Q1	$169K	Buy	+11,239	New	+$176K	﹤0.01%	11871
2024 Q4	–	Sell	-22,170	Closed	-$275K	–	12571
2024 Q3	$275K	Buy	22,170 +4,404	+25%	+$52.1K	﹤0.01%	9792
2024 Q2	$201K	Buy	17,766 +3,908	+28%	+$45.1K	﹤0.01%	10357
2024 Q1	$167K	Buy	13,858 +792	+6%	+$9.2K	﹤0.01%	10804
2023 Q4	$153K	Buy	+13,066	New	+$138K	﹤0.01%	10958
2020 Q2	–	Sell	-50,748	Closed	-$369K	–	10383
2020 Q1	$369K	Buy	+50,748	New	+$527K	﹤0.01%	7574
2019 Q2	–	Sell	-11,620	Closed	-$137K	–	10427
2019 Q1	$137K	Sell	11,620 -84,226	-88%	-$958K	﹤0.01%	8112
2018 Q4	$939K	Buy	95,846 +33,046	+53%	+$360K	﹤0.01%	4801
2018 Q3	$766K	Buy	62,800 +37,685	+150%	+$461K	﹤0.01%	5768
2018 Q2	$304K	Buy	+25,115	New	+$304K	﹤0.01%	7817
2016 Q4	–	Sell	-20,940	Closed	-$226K	–	9766
2016 Q3	$226K	Buy	+20,940	New	+$225K	﹤0.01%	7388

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

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 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

Jeff Yass's GGZ Position: Q2 2026 in Review

Jeff Yass increased its Gabelli Global Small and Mid-Cap Value Trust (GGZ) stake by 1% in Q2 2026, buying an estimated $1.77K and bringing the position to 11,351 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #12038.

Jeff Yass first reported a position in GGZ in Q3 2016 and has held it in 12 quarters since. The position peaked at $939K in Q4 2018. 41 funds tracked by Wall St. Rank hold GGZ as of Q2 2026.

Jeff Yass held 11,351 shares of Gabelli Global Small and Mid-Cap Value Trust worth $185K as of Q2 2026.
Jeff Yass bought 112 Gabelli Global Small and Mid-Cap Value Trust shares in Q2 2026, an estimated $1.77K.
Gabelli Global Small and Mid-Cap Value Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12038 holding.
Jeff Yass first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q3 2016 and has held it in 12 quarters since.
Jeff Yass's Gabelli Global Small and Mid-Cap Value Trust position peaked at $939K in Q4 2018.
41 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.