# Gabelli Global Small & Mid Cap Value Trust: overview

GGZ · NYSE · CIK 1585855 · [Other](/sectors/other.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/ggz.md) · [Financials](/companies/ggz/financials.md) · [Filings](/companies/ggz/filings.md) · [Insiders](/companies/ggz/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/ggz/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Atlas Wealth LLC](/funds/1964106.md) | 2026-06-30 | $8.5m | 523,754 |  | New +523,754 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $5.0m | 309,049 |  | Added +4,448 |
| [PRIVATE MANAGEMENT GROUP INC](/funds/1142031.md) | 2026-06-30 | $4.1m | 250,827 |  | Reduced −5,815 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](/funds/1352860.md) | 2026-06-30 | $2.8m | 170,121 |  | Added +11,597 |
| [180 WEALTH ADVISORS, LLC](/funds/1730817.md) | 2026-06-30 | $1.9m | 118,916 |  | Reduced −896 |
| [RAYMOND JAMES FINANCIAL INC](/funds/720005.md) | 2026-06-30 | $1.4m | 88,095 |  | Reduced −2,172 |
| [BANK OF AMERICA CORP /DE/](/funds/70858.md) | 2026-06-30 | $1.4m | 86,414 |  | Added +1,119 |
| [GABELLI & Co INVESTMENT ADVISERS, INC.](/funds/932724.md) | 2026-06-30 | $1.3m | 82,711 |  | Unchanged |
| [GatePass Capital, LLC](/funds/2087399.md) | 2026-06-30 | $1.3m | 79,000 |  | Reduced −8,000 |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $1.3m | 78,168 |  | Reduced −212 |

## Recent filings

[All 266 filings](/companies/ggz/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-05-07 | 17:06 ET | [8-K](/filings/0001829126-26-004783.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001829126-26-004783 |
| 2026-03-19 | 16:38 ET | [DEF 14A](/filings/0001133228-26-003817.md) | Proxy statement, period 2026-05-11 | 0001133228-26-003817 |
| 2026-03-16 | 16:05 ET | [SCHEDULE 13D/A](/filings/0000807249-26-000030.md) | Ownership report, active investor, amended | 0000807249-26-000030 |
| 2025-03-25 | 16:03 ET | [SCHEDULE 13D/A](/filings/0000807249-25-000048.md) | Ownership report, active investor, amended | 0000807249-25-000048 |
| 2025-03-20 | 12:07 ET | [DEF 14A](/filings/0001133228-25-002913.md) | Proxy statement, period 2025-05-12 | 0001133228-25-002913 |
| 2024-03-21 | 17:14 ET | [DEF 14A](/filings/0001133228-24-002385.md) | Proxy statement, period 2024-05-13 | 0001133228-24-002385 |
| 2024-03-14 | 16:17 ET | [SC 13D/A](/filings/0000807249-24-000033.md) | Ownership report, active investor, amended | 0000807249-24-000033 |
| 2023-04-05 | 11:04 ET | [DEF 14A](/filings/0001133228-23-001752.md) | Proxy statement | 0001133228-23-001752 |
| 2023-03-15 | 16:36 ET | [SC 13D/A](/filings/0000807249-23-000031.md) | Ownership report, active investor, amended | 0000807249-23-000031 |
| 2022-03-24 | 13:03 ET | [DEF 14A](/filings/0001140361-22-010907.md) | Proxy statement, period 2022-05-09 | 0001140361-22-010907 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1585855
- Tickers: GGZ
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: DE
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:43 ET. No prices; not investment advice.
