Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

KS

Stock

GGN — GAMCO Global Gold, Natural Resources & Income Trust

Top Portfolio Positions

2,999 positions · $36,570,001,820 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.45%
NVDA	Nvidia Corp Technology	13,627,413	$2,376,620,826	6.50%
SPY	Spdr S&P 500 ETF Trust	2,956,006	$1,922,408,941	5.26%
MSFT	Microsoft Corp Technology	3,870,580	$1,432,772,598	3.92%
AMZN	Amazon Com Inc Consumer Cyclical	4,314,124	$898,502,605	2.46%
GOOGL	Alphabet Inc. Communication Services	2,951,228	$848,655,123	2.32%
AVGO	Broadcom Inc. Technology	1,801,894	$557,704,211	1.53%
META	Meta Platforms, Inc. Communication Services	947,746	$542,233,918	1.48%
JPM	Jpmorgan Chase & Co Financial Services	1,543,468	$454,026,546	1.24%
QQQ	Invesco Qqq Trust, Series 1	718,318	$414,598,782	1.13%

Portfolio Trend

25 quarters · across all stocks

Holdings in GGN

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$112,443	21,136	+5.0%	Shares	Sole	2026-05-12
2025-12-31	$103,901	20,136	+44.5%	Shares	Sole	2026-02-17
2025-09-30	$71,883	13,931	-12.6%	Shares	Sole	2025-11-14
2025-06-30	$69,937	15,931	+14.4%	Shares	Sole	2025-08-08
2025-03-31	$60,878	13,931	+3.9%	Shares	Sole	2025-05-15
2024-12-31	$50,567	13,413	0.0%	Shares	Sole	2025-02-14
2024-09-30	$57,407	13,413	+531.2%	Shares	Sole	2024-10-11
2023-09-30	$7,777	2,125	-81.8%	Shares	Sole	2023-11-16
2022-09-30	$38,354	11,658	-10.5%	Shares	Sole	2022-11-03
2022-06-30	$46,868	13,019	+4.5%	Shares	Sole	2022-08-15
2022-03-31	$50,205	12,458	+20.6%	Shares	Sole	2022-05-16
2021-12-31	$38,748	10,333	-53.5%	Shares	Sole	2022-02-11
2020-06-30	$76,412	22,213	+0.5%	Shares	Sole	2020-07-23
2020-03-31	$60,133	22,108	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.