Total Wealth Planning & Management
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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
Q3 		$507K Sell
96,054
-2,332
-2% -$12.2K 0.38% 89
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

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
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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Total Wealth Planning & Management's GGN Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its GAMCO Global Gold, Natural Resources & Income Trust (GGN) stake by 2.4% in Q3 2026, selling an estimated $12.2K and leaving 96,054 shares worth $507K. The position accounts for 0.38% of the portfolio, ranked #89.

Total Wealth Planning & Management first reported a position in GGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $528K in Q1 2026. 99 funds tracked by Wall St. Rank hold GGN as of Q3 2026.

  • Total Wealth Planning & Management held 96,054 shares of GAMCO Global Gold, Natural Resources & Income Trust worth $507K as of Q3 2026.
  • Total Wealth Planning & Management sold 2,332 GAMCO Global Gold, Natural Resources & Income Trust shares in Q3 2026, an estimated $12.2K.
  • GAMCO Global Gold, Natural Resources & Income Trust made up 0.38% of Total Wealth Planning & Management's portfolio in Q3 2026, its #89 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 7 quarters since.
  • Total Wealth Planning & Management's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $528K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.