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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Navigoe Wealth Management's MGLD Position: Q1 2026 in Review

Navigoe Wealth Management held its Marygold Companies (MGLD) position steady in Q1 2026 at 200 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Navigoe Wealth Management first reported a position in MGLD in Q4 2024 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold MGLD as of Q1 2026.

  • Navigoe Wealth Management held 200 shares of Marygold Companies worth $0 as of Q1 2026.
  • Navigoe Wealth Management left its Marygold Companies share count unchanged in Q1 2026.
  • Marygold Companies made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q1 2026, its #244 holding.
  • Navigoe Wealth Management first reported a position in Marygold Companies in Q4 2024 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Marygold Companies as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.