Schrum Private Wealth Management’s General American Investors Company GAM Stock Holding History

Schrum Private 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 Q1	$296K	Hold	5,062	–	–	0.23%	105
2025 Q4	$297K	Hold	5,062	–	–	0.22%	103
2025 Q3	$315K	Hold	5,062	–	–	0.23%	101
2025 Q2	$284K	Hold	5,062	–	–	0.23%	101
2025 Q1	$255K	Hold	5,062	–	–	0.22%	107
2024 Q4	$258K	Sell	5,062 -5,062	-50%	-$266K	0.22%	107
2024 Q3	$543K	Buy	10,124 +5,062	+100%	+$261K	0.28%	85
2024 Q2	$252K	Hold	5,062	–	–	0.23%	105
2024 Q1	$235K	Hold	5,062	–	–	0.21%	113
2023 Q4	$217K	Hold	5,062	–	–	0.31%	87
2023 Q3	$208K	Hold	5,062	–	–	0.24%	105
2023 Q2	$211K	Buy	+5,062	New	+$201K	0.23%	105
2022 Q1	–	Sell	-5,062	Closed	-$223K	–	123
2021 Q4	$223K	Buy	+5,062	New	+$223K	0.2%	118

Other funds holding GAM

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return