Carson Wealth (CWM LLC)
GGN

Carson Wealth (CWM LLC)’s GAMCO Global Gold, Natural Resources & Income Trust GGN Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$2.26K Hold
424
– – ﹤0.01% 5244
2025
Q4 		$2K Buy
424
+24
+6% +$121 ﹤0.01% 5080
2025
Q3 		$2K Hold
400
– – ﹤0.01% 5000
2025
Q2 		$2K Sell
400
-250
-38% -$1.07K ﹤0.01% 4882
2025
Q1 		$3K Hold
650
– – ﹤0.01% 4623
2024
Q4 		$2K Sell
650
-8,605
-93% -$36K ﹤0.01% 4540
2024
Q3 		$40K Buy
9,255
+8,355
+928% +$34.6K ﹤0.01% 2866
2024
Q2 		$4K Hold
900
– – ﹤0.01% 3958
2024
Q1 		$3K Hold
900
– – ﹤0.01% 3839
2023
Q4 		$3K Hold
900
– – ﹤0.01% 3694
2023
Q3 		$3K Sell
900
-1,200
-57% -$4.51K ﹤0.01% 3665
2023
Q2 		$8K Sell
2,100
-2,000
-49% -$7.48K ﹤0.01% 3200
2023
Q1 		$15K Buy
4,100
+2,000
+95% +$7.36K ﹤0.01% 2688
2022
Q4 		$8K Buy
2,100
+250
+14% +$871 ﹤0.01% 2925
2022
Q3 		$6K Buy
1,850
+1,200
+185% +$4.1K ﹤0.01% 2970
2022
Q2 		$2K Hold
650
– – ﹤0.01% 3334
2022
Q1 		$3K Hold
650
– – ﹤0.01% 3031
2021
Q4 		$2K Buy
+650
New +$2.49K ﹤0.01% 3122
2021
Q2 		$3K Hold
650
– – ﹤0.01% 2520
2021
Q1 		$3K Hold
650
– – ﹤0.01% 2520
2020
Q4 		$3K Hold
650
– – ﹤0.01% 2520
2020
Q3 		$3K Hold
650
– – ﹤0.01% 2520
2020
Q2 		$3K Hold
650
– – ﹤0.01% 2519
2020
Q1 		$3K Hold
650
– – ﹤0.01% 2518
2019
Q4 		$3K Hold
650
– – ﹤0.01% 2517
2019
Q3 		$3K Hold
650
– – ﹤0.01% 2517
2019
Q2 		$3K Hold
650
– – ﹤0.01% 2517
2019
Q1 		$3K Buy
+650
New +$2.73K ﹤0.01% 2517
2016
Q2 		– Sell
-294
Closed -$2K – 819
2016
Q1 		$2K Buy
+294
New +$1.43K ﹤0.01% 680

Other funds holding GGN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GGN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its GAMCO Global Gold, Natural Resources & Income Trust (GGN) position steady in Q1 2026 at 424 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #5244.

Carson Wealth (CWM LLC) first reported a position in GGN in Q1 2016 and has held it in 29 quarters since. The position peaked at $40K in Q3 2024. 166 funds tracked by Wall St. Rank hold GGN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 424 shares of GAMCO Global Gold, Natural Resources & Income Trust worth $2.26K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its GAMCO Global Gold, Natural Resources & Income Trust share count unchanged in Q1 2026.
  • GAMCO Global Gold, Natural Resources & Income Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5244 holding.
  • Carson Wealth (CWM LLC) first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q1 2016 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s GAMCO Global Gold, Natural Resources & Income Trust position peaked at $40K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.