TW
GGN

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

Transform Wealth’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
2025
Q1 		$101K Hold
23,167
– – 0.01% 242
2024
Q4 		$87.3K Buy
+23,167
New +$97K ﹤0.01% 260

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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Transform Wealth's GGN Position: Q1 2025 in Review

Transform Wealth held its GAMCO Global Gold, Natural Resources & Income Trust (GGN) position steady in Q1 2025 at 23,167 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #242.

Transform Wealth first reported a position in GGN in Q4 2024 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold GGN as of Q1 2025.

  • Transform Wealth held 23,167 shares of GAMCO Global Gold, Natural Resources & Income Trust worth $101K as of Q1 2025.
  • Transform Wealth left its GAMCO Global Gold, Natural Resources & Income Trust share count unchanged in Q1 2025.
  • GAMCO Global Gold, Natural Resources & Income Trust made up 0.01% of Transform Wealth's portfolio in Q1 2025, its #242 holding.
  • Transform Wealth first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q4 2024 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.