MGLD — THE MARYGOLD COMPANIES INC
As of Q2 2026, 6 SEC-registered investment managers reported holding MGLD (THE MARYGOLD COMPANIES INC) in their latest 13F filings, with a combined reported value of $307.81K across 258.66K shares. That is +26.6% by share count (+54.33K shares) versus the previous quarter, while reported value moved +32.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MGLD is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 160.13K | $190.55K | 0.00% | Reduce |
| Citadel Advisors history | 39.41K | $46.90K | 0.00% | Add |
| BlackRock Inc history | 33.29K | $39.61K | 0.00% | New |
| Northern Trust Corp history | 24.69K | $29.39K | 0.00% | New |
| UBS Group AG history | 1.14K | $1.36K | 0.00% | New |
| Morgan Stanley history | 1 | $2 | 0.00% | Hold |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 166.53K | $189.84K | 0.00% | Add |
| Citadel Advisors history | 37.80K | $43.09K | 0.00% | Add |
| Morgan Stanley history | 1 | $2 | 0.00% | Hold |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 108.91K | $96.14K | 0.00% | Add |
| Vanguard Group history | 84.32K | $74.45K | 0.00% | Add |
| Citadel Advisors history | 31.60K | $27.89K | 0.00% | Add |
| UBS Group AG history | 519 | $458 | 0.00% | New |
| Bank of America Corp history | 153 | $135 | 0.00% | Add |
| Morgan Stanley history | 1 | $1 | 0.00% | Hold |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 91.98K | $98.42K | 0.00% | Add |
| Vanguard Group history | 82.26K | $88.02K | 0.00% | New |
| Citadel Advisors history | 22.86K | $24.46K | 0.00% | Reduce |
| Bank of America Corp history | 144 | $154 | 0.00% | Add |
| JPMorgan Chase & Co history | 24 | $26 | 0.00% | Hold |
| Morgan Stanley history | 1 | $2 | 0.00% | Hold |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 61.03K | $47.56K | 0.00% | Reduce |
| Citadel Advisors history | 28.52K | $22.23K | 0.00% | Reduce |
| Citadel Advisors history | 28.52K | $22.23K | 0.00% | Reduce |
| Bank of America Corp history | 82 | $63 | 0.00% | Add |
| JPMorgan Chase & Co history | 24 | $19 | 0.00% | New |
| JPMorgan Chase & Co history | 24 | $19 | 0.00% | New |
| Morgan Stanley history | 1 | $1 | 0.00% | Hold |
| Morgan Stanley history | 1 | $1 | 0.00% | Hold |
Q1 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 62.18K | $59.07K | 0.00% | Add |
| BlackRock Inc history | 39.65K | $37.67K | 0.00% | Reduce |
| BlackRock Inc history | 39.65K | $37.67K | 0.00% | Reduce |
| Citadel Advisors history | 30.88K | $29.33K | 0.00% | Add |
| Citadel Advisors history | 30.88K | $29.33K | 0.00% | Add |
| UBS Group AG history | 1.10K | $1.05K | 0.00% | Reduce |
| Bank of America Corp history | 69 | $66 | 0.00% | Add |
| Morgan Stanley history | 1 | $1 | 0.00% | Hold |
| Morgan Stanley history | 1 | $1 | 0.00% | Hold |
New Positions (Q2 2026)
- BlackRock Inc 33.29K sh · $39.61K
- Northern Trust Corp 24.69K sh · $29.39K
- UBS Group AG 1.14K sh · $1.36K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Geode Capital Management | 160.13K | 166.53K | 108.91K | 91.98K | 61.03K | 62.18K | 49.62K | 49.62K | 46.92K | 51.84K | 51.84K | — | — | — | — | — | — | — |
| Citadel Advisors | 39.41K | 37.80K | 31.60K | 22.86K | 28.52K | 30.88K | 11.70K | — | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 33.29K | — | — | — | — | 39.65K | 40.94K | 40.67K | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 24.69K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 1.14K | — | 519 | — | — | 1.10K | 2.37K | 2.05K | — | — | 3 | — | 2.78K | — | 2.28K | 2.16K | 4.53K | — |
| Morgan Stanley | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | — | — | — | — | — | — | — | 2.86K | — | 82 |
| JPMorgan Chase & Co | — | — | — | 24 | 24 | — | — | — | — | 37 | 21 | 9 | — | — | — | — | — | — |
| Bank of America Corp | — | — | 153 | 144 | 82 | 69 | 63 | 79 | 61 | — | 118 | — | — | — | 18 | — | — | — |
| Vanguard Group | — | — | 84.32K | 82.26K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 13.07K | 52.17K |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | 59 | 58 | 55 | 54 | 52 | 51 | 50 | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details