Westside Investment Management’s Marygold Companies MGLD Stock Holding History

Westside Investment 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
2025 Q4	–	Sell	-7	Closed	-$7	–	1532
2025 Q3	$7	Hold	7	–	–	﹤0.01%	1376
2025 Q2	$5	Hold	7	–	–	﹤0.01%	1280
2025 Q1	$7	Hold	7	–	–	﹤0.01%	975
2024 Q4	$12	Hold	7	–	–	﹤0.01%	981
2024 Q3	$10	Hold	7	–	–	﹤0.01%	986
2024 Q2	$11	Hold	7	–	–	﹤0.01%	980
2024 Q1	$9	Hold	7	–	–	﹤0.01%	896
2023 Q4	$7	Hold	7	–	–	﹤0.01%	865
2023 Q3	$8	Hold	7	–	–	﹤0.01%	838
2023 Q2	$8	Hold	7	–	–	﹤0.01%	837
2023 Q1	$12	Hold	7	–	–	﹤0.01%	836
2022 Q4	$0	Hold	7	–	–	﹤0.01%	827
2022 Q3	$0	Hold	7	–	–	﹤0.01%	833
2022 Q2	$0	Buy	+7	New	+$9	﹤0.01%	819

Other funds holding MGLD

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westside Investment Management's MGLD Position: Q4 2025 in Review

Westside Investment Management sold out of Marygold Companies (MGLD) in Q4 2025, closing a stake of 7 shares — an estimated $7 sold.

Westside Investment Management first reported a position in MGLD in Q2 2022 and held it in 14 quarters. The position peaked at $12 in Q4 2024. 10 funds tracked by Wall St. Rank hold MGLD as of Q4 2025.

Westside Investment Management reported no remaining Marygold Companies position as of Q4 2025 after selling out during the quarter.
Westside Investment Management sold 7 Marygold Companies shares in Q4 2025, an estimated $7.
Westside Investment Management first reported a position in Marygold Companies in Q2 2022 and held it in 14 quarters.
Westside Investment Management's Marygold Companies position peaked at $12 in Q4 2024.
10 funds tracked by Wall St. Rank held Marygold Companies as of Q4 2025.

Based on Westside Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.