180 WEALTH ADVISORS, LLC

Position in GGZ — Gabelli Global Small & Mid Cap Value Trust

CIK 1730817 FEDERAL WAY, WA

Position in GGZ

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,935,952

+$136,376 QoQ

Shares Held

118,916

-0.7% QoQ

Ownership

1.54%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

of 40 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Financial Services · as of Jun 30, 2026

180 WEALTH ADVISORS, LLC holds $35,537,355 across 26 Asset Management names. GGZ ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BCX	BlackRock Resources & Commodities Strategy Trust	1,086,189	$12,284,797
2	TDF	Templeton Dragon Fund Inc	329,251	$3,585,543
3	BLK	BlackRock, Inc.	3,427	$3,295,266
4	HQL	abrdn Life Sciences Investors	152,829	$3,058,108
5	GGZ	Gabelli Global Small & Mid Cap Value Trust This page	118,916	$1,935,952
6	TYG	Tortoise Energy Infrastructure Corp	43,329	$1,857,514
7	PSEC	Prospect Capital Corp	580,986	$1,342,077
8	PHYS	Sprott Physical Gold Trust	40,396	$1,218,747

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,935,952	118,916	-0.7%	Shares	Sole	2026-07-07
2026-03-31	$1,799,576	119,812	+2.9%	Shares	Sole	2026-05-01
2025-12-31	$1,747,200	116,480	+5.5%	Shares	Sole	2026-01-09
2025-09-30	$1,594,687	110,359	+5.2%	Shares	Sole	2025-10-16
2025-06-30	$1,397,814	104,941	+6.5%	Shares	Sole	2025-07-31
2025-03-31	$1,182,888	98,574	+7.5%	Shares	Sole	2025-04-09
2024-12-31	$1,072,808	91,693	+5.0%	Shares	Sole	2025-01-14
2024-09-30	$1,083,219	87,286	+11.4%	Shares	Sole	2024-11-01
2024-06-30	$884,458	78,340	+12.4%	Shares	Sole	2024-07-16
2024-03-31	$837,781	69,699	+18.8%	Shares	Sole	2024-04-16
2023-12-31	$688,351	58,683	+12.5%	Shares	Sole	2024-01-25
2023-09-30	$540,522	52,174	+8.2%	Shares	Sole	2023-11-01
2023-06-30	$577,555	48,210	+8.0%	Shares	Sole	2023-07-12
2023-03-31	$519,469	44,628	+6.5%	Shares	Sole	2023-04-07
2022-12-31	$470,353	41,921	+23.0%	Shares	Sole	2023-02-02
2022-09-30	$324,887	34,091	+30.9%	Shares	Sole	2022-10-12
2022-06-30	$287,580	26,049	+26.7%	Shares	Sole	2022-07-11
2022-03-31	$287,442	20,561	+25.1%	Shares	Sole	2022-04-22
2021-12-31	$261,332	16,436	+9.8%	Shares	Sole	2022-01-26
2021-09-30	$238,408	14,966	-1.2%	Shares	Sole	2021-10-28
2021-06-30	$242,336	15,146	+3.2%	Shares	Sole	2021-08-13
2021-03-31	$214,049	14,671	+29.1%	Shares	Sole	2021-05-25
2020-12-31	$148,261	11,361	-1.3%	Shares	Sole	2021-01-27
2020-09-30	$116,186	11,515	+9.2%	Shares	Sole	2020-10-23
2020-06-30	$93,639	10,545	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.