RFP
GGN

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

Root Financial 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
2026
Q2 		– Sell
-84
Closed -$447 – 1509
2026
Q1 		$447 Buy
+84
New +$456 ﹤0.01% 2905
2025
Q1 		– Sell
-10,396
Closed -$39.2K – 216
2024
Q4 		$39.2K Buy
+10,396
New +$43.5K ﹤0.01% 212

Other funds holding GGN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Root Financial Partners's GGN Position: Q2 2026 in Review

Root Financial Partners sold out of GAMCO Global Gold, Natural Resources & Income Trust (GGN) in Q2 2026, closing a stake of 84 shares — an estimated $447 sold.

Root Financial Partners first reported a position in GGN in Q4 2024 and held it in 2 quarters. The position peaked at $39.2K in Q4 2024. 163 funds tracked by Wall St. Rank hold GGN as of Q2 2026.

  • Root Financial Partners reported no remaining GAMCO Global Gold, Natural Resources & Income Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 84 GAMCO Global Gold, Natural Resources & Income Trust shares in Q2 2026, an estimated $447.
  • Root Financial Partners first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q4 2024 and held it in 2 quarters.
  • Root Financial Partners's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $39.2K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.