Beckerman Institutional, LLC
Position in GGZ — Gabelli Global Small & Mid Cap Value Trust
CIK 2043468
OCEAN GROVE, NJ
Position in GGZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$933,185
+$69,100 QoQ
Shares Held
57,321
-0.4% QoQ
Ownership
0.744%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#14
of 40 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GGZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Beckerman Institutional, LLC holds $7,115,742 across 9 Asset Management names. GGZ ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCV |
Bancroft Fund Ltd
|
72,888 | $1,894,359 | |
| 2 | TY |
TRI-CONTINENTAL Corp
|
40,036 | $1,378,039 | |
| 3 | GGZ |
Gabelli Global Small & Mid Cap Value Trust
This page
|
57,321 | $933,185 | |
| 4 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
54,945 | $834,614 | |
| 5 | RGT |
Royce Global Trust, Inc.
|
43,001 | $611,904 | |
| 6 | PNI |
Pimco New York Municipal Income Fund II
|
75,711 | $536,790 | |
| 7 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
34,099 | $536,036 | |
| 8 | BX |
Blackstone Inc.
|
1,885 | $221,807 |
All Filings in GGZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $933,185 | 57,321 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $864,085 | 57,529 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $883,275 | 58,885 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $837,276 | 57,943 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $557,761 | 41,874 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $363,900 | 30,325 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||