LWM
GGN

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

Liberty Wealth Management’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
2021
Q4 		– Sell
-505
Closed -$2K – 529
2021
Q3 		$2K Buy
505
+12
+2% +$46 ﹤0.01% 1050
2021
Q2 		$2K Sell
493
-3,408
-87% -$13.2K ﹤0.01% 919
2021
Q1 		$13K Hold
3,901
– – 0.01% 540
2020
Q4 		$13K Hold
3,901
– – 0.01% 537
2020
Q3 		$13K Hold
3,901
– – 0.01% 474
2020
Q2 		$13K Hold
3,901
– – 0.01% 448
2020
Q1 		$11K Hold
3,901
– – 0.01% 449
2019
Q4 		$17K Hold
3,901
– – 0.01% 438
2019
Q3 		$17K Hold
3,901
– – 0.02% 418
2019
Q2 		$18K Buy
+3,901
New +$17.1K 0.02% 428

Other funds holding GGN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return

Liberty Wealth Management's GGN Position: Q4 2021 in Review

Liberty Wealth Management sold out of GAMCO Global Gold, Natural Resources & Income Trust (GGN) in Q4 2021, closing a stake of 505 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in GGN in Q2 2019 and held it in 10 quarters. The position peaked at $18K in Q2 2019. 113 funds tracked by Wall St. Rank hold GGN as of Q4 2021.

  • Liberty Wealth Management reported no remaining GAMCO Global Gold, Natural Resources & Income Trust position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 505 GAMCO Global Gold, Natural Resources & Income Trust shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q2 2019 and held it in 10 quarters.
  • Liberty Wealth Management's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $18K in Q2 2019.
  • 113 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.