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
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 $1.66T AUM 25.57% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's GGN Position: Q1 2026 in Review

Root Financial Partners opened a new position in GAMCO Global Gold, Natural Resources & Income Trust (GGN) in Q1 2026: 84 shares worth $447. The stake represents ﹤0.01% of the portfolio and ranks #2905 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GGN as recently as Q4 2024.

Root Financial Partners first reported a position in GGN in Q4 2024 and has held it in 2 quarters since. The position peaked at $39.2K in Q4 2024. 166 funds tracked by Wall St. Rank hold GGN as of Q1 2026.

  • Root Financial Partners held 84 shares of GAMCO Global Gold, Natural Resources & Income Trust worth $447 as of Q1 2026.
  • GAMCO Global Gold, Natural Resources & Income Trust was a new Root Financial Partners position in Q1 2026.
  • GAMCO Global Gold, Natural Resources & Income Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2905 holding.
  • Root Financial Partners first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q4 2024 and has held it in 2 quarters since.
  • Root Financial Partners's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $39.2K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.