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 Q2	$476K	Sell	98,386 -932	-0.9%	-$4.86K	0.32%	108
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 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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

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

Total Wealth Planning & Management's GGN Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its GAMCO Global Gold, Natural Resources & Income Trust (GGN) stake by 0.94% in Q2 2026, selling an estimated $4.86K and leaving 98,386 shares worth $476K. The position accounts for 0.32% of the portfolio, ranked #108.

Total Wealth Planning & Management first reported a position in GGN in Q4 2024 and has held it in 6 quarters since. The position peaked at $528K in Q1 2026. 164 funds tracked by Wall St. Rank hold GGN as of Q2 2026.

Total Wealth Planning & Management held 98,386 shares of GAMCO Global Gold, Natural Resources & Income Trust worth $476K as of Q2 2026.
Total Wealth Planning & Management sold 932 GAMCO Global Gold, Natural Resources & Income Trust shares in Q2 2026, an estimated $4.86K.
GAMCO Global Gold, Natural Resources & Income Trust made up 0.32% of Total Wealth Planning & Management's portfolio in Q2 2026, its #108 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 6 quarters since.
Total Wealth Planning & Management's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $528K in Q1 2026.
164 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.