Compound Planning, Inc.
Position in GGN — GAMCO Global Gold, Natural Resources & Income Trust
CIK 1978879
NEW YORK, NY
Position in GGN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$745,465
-$124,701 QoQ
Shares Held
140,125
-16.9% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GGN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Compound Planning, Inc. holds $41,857,123 across 66 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
22,483 | $2,645,573 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
120,388 | $2,271,721 | |
| 3 | BLK |
BlackRock, Inc.
|
2,307 | $2,218,318 | |
| 4 | KKR |
KKR & Co. Inc.
|
21,869 | $2,007,136 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
56,181 | $1,694,980 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
116,815 | $1,519,763 | |
| 7 | STT |
State Street Corp
|
8,620 | $1,461,951 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
28,181 | $1,200,228 |
All Filings in GGN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $745,465 | 140,125 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $870,166 | 168,637 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $838,546 | 162,509 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $133,552 | 30,422 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $434,963 | 101,627 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $366,383 | 90,465 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $314,551 | 81,490 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $273,968 | 72,864 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $228,548 | 62,445 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||