UIA
GGZ

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

Ulland Investment 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
2026
Q2 		$0 Hold
20
– – ﹤0.01% 231
2026
Q1 		$0 Hold
20
– – ﹤0.01% 217
2025
Q4 		$0 Hold
20
– – ﹤0.01% 223
2025
Q3 		$0 Hold
20
– – ﹤0.01% 233
2025
Q2 		$0 Hold
20
– – ﹤0.01% 219
2025
Q1 		$0 Hold
20
– – ﹤0.01% 221
2024
Q4 		$0 Hold
20
– – ﹤0.01% 214
2024
Q3 		$0 Hold
20
– – ﹤0.01% 210
2024
Q2 		$0 Hold
20
– – ﹤0.01% 229
2024
Q1 		$0 Hold
20
– – ﹤0.01% 237
2023
Q4 		$0 Hold
20
– – ﹤0.01% 214
2023
Q3 		$0 Hold
20
– – ﹤0.01% 217
2023
Q2 		$0 Hold
20
– – ﹤0.01% 217
2023
Q1 		$0 Hold
20
– – ﹤0.01% 208
2022
Q4 		$0 Hold
20
– – ﹤0.01% 217
2022
Q3 		$0 Hold
20
– – ﹤0.01% 229
2022
Q2 		$0 Hold
20
– – ﹤0.01% 255
2022
Q1 		$0 Hold
20
– – ﹤0.01% 265
2021
Q4 		$0 Buy
+20
New +$321 ﹤0.01% 217

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
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
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ulland Investment Advisors's GGZ Position: Q2 2026 in Review

Ulland Investment Advisors held its Gabelli Global Small and Mid-Cap Value Trust (GGZ) position steady in Q2 2026 at 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Ulland Investment Advisors first reported a position in GGZ in Q4 2021 and has held it in 19 quarters since. 21 funds tracked by Wall St. Rank hold GGZ as of Q2 2026.

  • Ulland Investment Advisors held 20 shares of Gabelli Global Small and Mid-Cap Value Trust worth $0 as of Q2 2026.
  • Ulland Investment Advisors left its Gabelli Global Small and Mid-Cap Value Trust share count unchanged in Q2 2026.
  • Gabelli Global Small and Mid-Cap Value Trust made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #231 holding.
  • Ulland Investment Advisors first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q4 2021 and has held it in 19 quarters since.
  • 21 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.