KWA
GGN

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

Kingswood 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
Q2 		– Sell
-32,100
Closed -$124K – 685
2024
Q1 		$124K Hold
32,100
– – 0.01% 590
2023
Q4 		$121K Buy
32,100
+100
+0.3% +$369 0.01% 607
2023
Q3 		$117K Buy
+32,000
New +$120K 0.02% 396

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kingswood Wealth Advisors's GGN Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of GAMCO Global Gold, Natural Resources & Income Trust (GGN) in Q2 2024, closing a stake of 32,100 shares — an estimated $124K sold.

Kingswood Wealth Advisors first reported a position in GGN in Q3 2023 and held it in 3 quarters. The position peaked at $124K in Q1 2024. 122 funds tracked by Wall St. Rank hold GGN as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining GAMCO Global Gold, Natural Resources & Income Trust position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 32,100 GAMCO Global Gold, Natural Resources & Income Trust shares in Q2 2024, an estimated $124K.
  • Kingswood Wealth Advisors first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q3 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $124K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.