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Navigoe Wealth Management’s Marygold Companies MGLD Stock Holding History

Navigoe Wealth Management’s Portfolio MGLD Stock Details MGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Hold
200
– – ﹤0.01% 865
2026
Q1 		$0 Hold
200
– – ﹤0.01% 244
2025
Q4 		$0 Hold
200
– – ﹤0.01% 261
2025
Q3 		$0 Hold
200
– – ﹤0.01% 269
2025
Q2 		$0 Hold
200
– – ﹤0.01% 179
2025
Q1 		$0 Hold
200
– – ﹤0.01% 174
2024
Q4 		$0 Buy
+200
New +$284 ﹤0.01% 168

Other funds holding MGLD

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Navigoe Wealth Management's MGLD Position: Q2 2026 in Review

Navigoe Wealth Management held its Marygold Companies (MGLD) position steady in Q2 2026 at 200 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Navigoe Wealth Management first reported a position in MGLD in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold MGLD as of Q2 2026.

  • Navigoe Wealth Management held 200 shares of Marygold Companies worth $0 as of Q2 2026.
  • Navigoe Wealth Management left its Marygold Companies share count unchanged in Q2 2026.
  • Marygold Companies made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #865 holding.
  • Navigoe Wealth Management first reported a position in Marygold Companies in Q4 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held Marygold Companies as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.