MWM
GGN

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

Modera 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
2026
Q2 		$59.2K Sell
12,231
-2,032
-14% -$10.6K ﹤0.01% 646
2026
Q1 		$75.9K Buy
14,263
+194
+1% +$1.05K ﹤0.01% 626
2025
Q4 		$72.6K Buy
14,069
+206
+1% +$1.03K ﹤0.01% 639
2025
Q3 		$71.5K Buy
13,863
+212
+2% +$991 ﹤0.01% 640
2025
Q2 		$59.9K Buy
13,651
+227
+2% +$975 ﹤0.01% 640
2025
Q1 		$58.7K Buy
13,424
+2,731
+26% +$11.3K ﹤0.01% 601
2024
Q4 		$40.3K Buy
10,693
+229
+2% +$959 ﹤0.01% 611
2024
Q3 		$44.8K Buy
10,464
+221
+2% +$915 ﹤0.01% 602
2024
Q2 		$41.5K Buy
10,243
+225
+2% +$912 ﹤0.01% 568
2024
Q1 		$38.7K Buy
+10,018
New +$37.7K ﹤0.01% 568
2023
Q3 		– Sell
-10,272
Closed -$38.4K – 565
2023
Q2 		$38.4K Sell
10,272
-1,334
-11% -$4.99K ﹤0.01% 555
2023
Q1 		$42.5K Buy
11,606
+179
+2% +$659 ﹤0.01% 354
2022
Q4 		$41.5K Buy
11,427
+182
+2% +$634 ﹤0.01% 344
2022
Q3 		$37K Buy
11,245
+186
+2% +$635 ﹤0.01% 310
2022
Q2 		$40K Buy
11,059
+173
+2% +$678 ﹤0.01% 329
2022
Q1 		$44K Buy
10,886
+194
+2% +$748 ﹤0.01% 349
2021
Q4 		$40K Buy
10,692
+190
+2% +$729 ﹤0.01% 597
2021
Q3 		$39K Buy
10,502
+185
+2% +$716 ﹤0.01% 273
2021
Q2 		$41K Buy
10,317
+179
+2% +$696 ﹤0.01% 241
2021
Q1 		$35K Buy
10,138
+104
+1% +$364 ﹤0.01% 227
2020
Q4 		$35K Buy
+10,034
New +$34.7K ﹤0.01% 239

Other funds holding GGN

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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Modera Wealth Management's GGN Position: Q2 2026 in Review

Modera Wealth Management reduced its GAMCO Global Gold, Natural Resources & Income Trust (GGN) stake by 14% in Q2 2026, selling an estimated $10.6K and leaving 12,231 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Modera Wealth Management first reported a position in GGN in Q4 2020 and has held it in 21 quarters since. The position peaked at $75.9K in Q1 2026. 96 funds tracked by Wall St. Rank hold GGN as of Q2 2026.

  • Modera Wealth Management held 12,231 shares of GAMCO Global Gold, Natural Resources & Income Trust worth $59.2K as of Q2 2026.
  • Modera Wealth Management sold 2,032 GAMCO Global Gold, Natural Resources & Income Trust shares in Q2 2026, an estimated $10.6K.
  • GAMCO Global Gold, Natural Resources & Income Trust made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #646 holding.
  • Modera Wealth Management first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q4 2020 and has held it in 21 quarters since.
  • Modera Wealth Management's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $75.9K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.