Avantax Advisory Services’s GAMCO Global Gold, Natural Resources & Income Trust GGN Stock Holding History

Avantax Advisory Services’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
2025 Q2	$130K	Buy	29,507 +457	+2%	+$1.96K	﹤0.01%	2265
2025 Q1	$127K	Buy	29,050 +548	+2%	+$2.26K	﹤0.01%	2143
2024 Q4	$107K	Buy	28,502 +45	+0.2%	+$188	﹤0.01%	2118
2024 Q3	$122K	Sell	28,457 -2,131	-7%	-$8.83K	﹤0.01%	2060
2024 Q2	$124K	Buy	30,588 +2,835	+10%	+$11.5K	﹤0.01%	1995
2024 Q1	$107K	Buy	27,753 +5,536	+25%	+$20.8K	﹤0.01%	1589
2023 Q4	$83.5K	Hold	22,217	–	–	﹤0.01%	1530
2023 Q3	$81.3K	Hold	22,217	–	–	﹤0.01%	1498
2023 Q2	$83.1K	Buy	22,217 +2,570	+13%	+$9.61K	﹤0.01%	1454
2023 Q1	$71.9K	Hold	19,647	–	–	﹤0.01%	1435
2022 Q4	$71.3K	Buy	19,647 +73	+0.4%	+$254	﹤0.01%	1376
2022 Q3	$64K	Buy	19,574 +72	+0.4%	+$246	﹤0.01%	1292
2022 Q2	$70K	Buy	19,502 +2,702	+16%	+$10.6K	﹤0.01%	1265
2022 Q1	$68K	Hold	16,800	–	–	﹤0.01%	1255
2021 Q4	$63K	Sell	16,800 -1,530	-8%	-$5.87K	﹤0.01%	1227
2021 Q3	$69K	Hold	18,330	–	–	﹤0.01%	1155
2021 Q2	$73K	Hold	18,330	–	–	﹤0.01%	1121
2021 Q1	$63K	Hold	18,330	–	–	﹤0.01%	1013
2020 Q4	$63K	Sell	18,330 -51,065	-74%	-$177K	﹤0.01%	920
2020 Q3	$236K	Buy	69,395 +51,065	+279%	+$183K	﹤0.01%	1142
2020 Q2	$63K	Hold	18,330	–	–	﹤0.01%	830
2020 Q1	$50K	Buy	18,330 +1,530	+9%	+$5.86K	﹤0.01%	777
2019 Q4	$75K	Buy	+16,800	New	+$71.6K	﹤0.01%	807

Other funds holding GGN

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

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's GGN Position: Q2 2025 in Review

Avantax Advisory Services increased its GAMCO Global Gold, Natural Resources & Income Trust (GGN) stake by 1.6% in Q2 2025, buying an estimated $1.96K and bringing the position to 29,507 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

Avantax Advisory Services first reported a position in GGN in Q4 2019 and has held it in 23 quarters since. The position peaked at $236K in Q3 2020. 137 funds tracked by Wall St. Rank hold GGN as of Q2 2025.

Avantax Advisory Services held 29,507 shares of GAMCO Global Gold, Natural Resources & Income Trust worth $130K as of Q2 2025.
Avantax Advisory Services bought 457 GAMCO Global Gold, Natural Resources & Income Trust shares in Q2 2025, an estimated $1.96K.
GAMCO Global Gold, Natural Resources & Income Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2265 holding.
Avantax Advisory Services first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $236K in Q3 2020.
137 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.