UBS Group
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UBS Group’s Marygold Companies MGLD Stock Holding History

UBS Group’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 		$1.36K Buy
+1,143
New +$1.3K ﹤0.01% 9574
2026
Q1 		– Sell
-519
Closed -$458 – 10909
2025
Q4 		$458 Buy
+519
New +$519 ﹤0.01% 9954
2025
Q2 		– Sell
-1,103
Closed -$1.05K – 10618
2025
Q1 		$1.05K Sell
1,103
-1,269
-53% -$1.51K ﹤0.01% 9584
2024
Q4 		$4.17K Buy
2,372
+320
+16% +$454 ﹤0.01% 8778
2024
Q3 		$2.98K Buy
+2,052
New +$2.81K ﹤0.01% 8330
2024
Q1 		– Sell
-3
Closed -$3 – 9753
2023
Q4 		$3 Buy
+3
New +$3 ﹤0.01% 9177
2023
Q3 		– Sell
-2,780
Closed -$3.03K – 9772
2023
Q2 		$3.03K Buy
+2,780
New +$4.08K ﹤0.01% 7668
2023
Q1 		– Sell
-2,277
Closed -$3.42K – 10047
2022
Q4 		$3.42K Buy
2,277
+114
+5% +$148 ﹤0.01% 9519
2022
Q3 		$3K Sell
2,163
-2,362
-52% -$3.53K ﹤0.01% 9557
2022
Q2 		$6K Buy
+4,525
New +$6.13K ﹤0.01% 8693

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 40.91% 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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

UBS Group's MGLD Position: Q2 2026 in Review

UBS Group opened a new position in Marygold Companies (MGLD) in Q2 2026: 1,143 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #9574 among its holdings. This is a return to the name: UBS Group previously reported a position in MGLD as recently as Q4 2025.

UBS Group first reported a position in MGLD in Q2 2022 and has held it in 10 quarters since. The position peaked at $6K in Q2 2022. 14 funds tracked by Wall St. Rank hold MGLD as of Q2 2026.

  • UBS Group held 1,143 shares of Marygold Companies worth $1.36K as of Q2 2026.
  • Marygold Companies was a new UBS Group position in Q2 2026.
  • Marygold Companies made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9574 holding.
  • UBS Group first reported a position in Marygold Companies in Q2 2022 and has held it in 10 quarters since.
  • UBS Group's Marygold Companies position peaked at $6K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held Marygold Companies as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.