Kovitz Investment Group Partners

Kovitz Investment Group Partners’s GAMCO Global Gold, Natural Resources & Income Trust GGN Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-23,167	Closed	-$119K	–	791
2025 Q3	$119K	Hold	23,167	–	–	﹤0.01%	1365
2025 Q2	$102K	Buy	+23,167	New	+$99.5K	﹤0.01%	1322

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Bank of America

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

Janney Montgomery Scott

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

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return