Vanguard Capital Wealth Advisors GGN — GAMCO GLOBAL GOLD NAT RES &

Ownership history in Vanguard Capital Wealth Advisors  ·  20 quarters on record

AI Ownership Summary

Vanguard Capital Wealth Advisors reported GAMCO GLOBAL GOLD NAT RES & (GGN) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.73% in 2023 Q4. The latest visible filing shows GGN at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vanguard Capital Wealth Advisors's position in GAMCO GLOBAL GOLD NAT RES &, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GGN was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GGN stock page Vanguard Capital Wealth Advisors fund profile Vanguard Capital Wealth Advisors full holdings
How Vanguard Capital Wealth Advisors held GGN — position size vs. price
% of Fund (quarterly)    GGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 28.4% +4.8% ❌ 17,978 -7,116 -28.4% 0.07% $93K 2026-01-16 $5.20
2025 Q3 ADDED — — — 25,094 +1,452 +6.1% 0.10% $129K 2025-10-30 $4.58
2025 Q2 REDUCED 57.0% +19.7% ❌ 23,642 -31,386 -57.0% 0.10% $104K 2025-07-11 $4.21
2025 Q1 REDUCED 37.1% +2.7% ❌ 55,028 -32,524 -37.1% 0.29% $240K 2025-04-11 $3.84
2024 Q4 REDUCED 28.9% +18.3% ❌ 87,552 -35,591 -28.9% 0.36% $330K 2025-02-18 $3.80
2024 Q3 REDUCED 12.1% -9.0% ✅ 123,143 -16,911 -12.1% 0.55% $527K 2024-10-25 $3.92
2024 Q2 REDUCED 39.5% +7.7% ❌ 140,054 -91,280 -39.5% 0.38% $567K 2024-08-08 $3.52
2024 Q1 REDUCED — — — 231,334 -7,389 -3.1% 0.63% $893K 2024-04-16 $3.38
2023 Q4 ADDED — — — 238,723 +5,227 +2.2% 0.73% $898K 2024-02-05 $3.12
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GGN

As of 2026 Q1 — sorted by position size

Formidable Asset Management, LLC 3Y 7Y 1.1% Capital Wealth Alliance, LLC 3Y 0.69% Navis Wealth Advisors, LLC 3Y 0.62% Alessandra Capital Management, LLC 0.47% Sovran Advisors, LLC 0.4% Total Wealth Planning & Management, Inc. 0.39% Carnegie Lake Advisors LLC 0.24% Comprehensive Money Management Services LLC 0.2% IHT Wealth Management, LLC 3Y 7Y 0.11% Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3Y 7Y 0.11%

FAQ About Vanguard Capital Wealth Advisors and GGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vanguard Capital Wealth Advisors reported owning GGN?

Vanguard Capital Wealth Advisors reported GGN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GGN position in Vanguard Capital Wealth Advisors's portfolio?

The largest reported portfolio weight for GGN was 0.73% in 2023 Q4.

What is the latest reported GGN position on this page?

The most recent filing on this page is 2025 Q4, when Vanguard Capital Wealth Advisors reported 17,978 shares, equal to 0.07% of portfolio, with an estimated market value of $93K.

What does the chart on this GGN ownership page compare?

The chart compares Vanguard Capital Wealth Advisors's quarterly GGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Vanguard Capital Wealth Advisors time their GGN position?

Based on 13F filing dates vs. subsequent GGN price moves, Vanguard Capital Wealth Advisors correctly timed 8 out of 19 reported position changes (42%). The annualised alpha on GGN relative to SPY over the holding period was +5.1%.

← Back to Vanguard Capital Wealth Advisors Holdings