Root Financial Partners
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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
Q3 		$422 Buy
+80
New +$420 ﹤0.01% 3276
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

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Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return

Root Financial Partners's GGN Position: Q3 2026 in Review

Root Financial Partners opened a new position in GAMCO Global Gold, Natural Resources & Income Trust (GGN) in Q3 2026: 80 shares worth $422. The stake represents ﹤0.01% of the portfolio and ranks #3276 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GGN as recently as Q1 2026.

Root Financial Partners first reported a position in GGN in Q4 2024 and has held it in 3 quarters since. The position peaked at $39.2K in Q4 2024. 147 funds tracked by Wall St. Rank hold GGN as of Q3 2026.

  • Root Financial Partners held 80 shares of GAMCO Global Gold, Natural Resources & Income Trust worth $422 as of Q3 2026.
  • GAMCO Global Gold, Natural Resources & Income Trust was a new Root Financial Partners position in Q3 2026.
  • GAMCO Global Gold, Natural Resources & Income Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3276 holding.
  • Root Financial Partners first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q4 2024 and has held it in 3 quarters since.
  • Root Financial Partners's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $39.2K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.