FPI
GGN

Financial Plan Inc’s GAMCO Global Gold, Natural Resources & Income Trust GGN Stock Holding History

Financial Plan Inc’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 		$133K Hold
25,027
– – 0.01% 89
2025
Q4 		$129K Buy
+25,027
New +$126K 0.01% 86

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
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 $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Plan Inc's GGN Position: Q1 2026 in Review

Financial Plan Inc held its GAMCO Global Gold, Natural Resources & Income Trust (GGN) position steady in Q1 2026 at 25,027 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #89.

Financial Plan Inc first reported a position in GGN in Q4 2025 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold GGN as of Q1 2026.

  • Financial Plan Inc held 25,027 shares of GAMCO Global Gold, Natural Resources & Income Trust worth $133K as of Q1 2026.
  • Financial Plan Inc 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 Financial Plan Inc's portfolio in Q1 2026, its #89 holding.
  • Financial Plan Inc first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q4 2025 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.