AWA
GGN

Archvest Wealth Advisors’s GAMCO Global Gold, Natural Resources & Income Trust GGN Stock Holding History

Archvest Wealth Advisors’s Portfolio GGN Stock Details GGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,626
Closed -$19.8K – 64
2024
Q3 		$19.8K Buy
+4,626
New +$19.2K 0.01% 72

Other funds holding GGN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Archvest Wealth Advisors's GGN Position: Q4 2024 in Review

Archvest Wealth Advisors sold out of GAMCO Global Gold, Natural Resources & Income Trust (GGN) in Q4 2024, closing a stake of 4,626 shares — an estimated $19.8K sold.

Archvest Wealth Advisors first reported a position in GGN in Q3 2024 and held it in 1 quarter. The position peaked at $19.8K in Q3 2024. 145 funds tracked by Wall St. Rank hold GGN as of Q4 2024.

  • Archvest Wealth Advisors reported no remaining GAMCO Global Gold, Natural Resources & Income Trust position as of Q4 2024 after selling out during the quarter.
  • Archvest Wealth Advisors sold 4,626 GAMCO Global Gold, Natural Resources & Income Trust shares in Q4 2024, an estimated $19.8K.
  • Archvest Wealth Advisors first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q3 2024 and held it in 1 quarter.
  • Archvest Wealth Advisors's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $19.8K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q4 2024.

Based on Archvest Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.