TWPM
GGN

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

Total Wealth Planning & 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
Q1 		$528K Buy
99,318
+21
+0% +$114 0.39% 85
2025
Q4 		$512K Buy
+99,297
New +$499K 0.38% 77
2025
Q2 		$447K Buy
101,751
+25
+0% +$107 0.36% 96
2025
Q1 		$445K Buy
101,726
+3,025
+3% +$12.5K 0.42% 79
2024
Q4 		$372K Buy
+98,701
New +$413K 0.34% 95

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 $21.3B AUM 22.13% 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

Total Wealth Planning & Management's GGN Position: Q1 2026 in Review

Total Wealth Planning & Management increased its GAMCO Global Gold, Natural Resources & Income Trust (GGN) stake by 0.02% in Q1 2026, buying an estimated $114 and bringing the position to 99,318 shares worth $528K. The position accounts for 0.39% of the portfolio, ranked #85.

Total Wealth Planning & Management first reported a position in GGN in Q4 2024 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold GGN as of Q1 2026.

  • Total Wealth Planning & Management held 99,318 shares of GAMCO Global Gold, Natural Resources & Income Trust worth $528K as of Q1 2026.
  • Total Wealth Planning & Management bought 21 GAMCO Global Gold, Natural Resources & Income Trust shares in Q1 2026, an estimated $114.
  • GAMCO Global Gold, Natural Resources & Income Trust made up 0.39% of Total Wealth Planning & Management's portfolio in Q1 2026, its #85 holding.
  • Total Wealth Planning & Management first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q4 2024 and has held it in 5 quarters since.
  • 166 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.