U S Global Investors INC
Market Movers (8-K)
NASDAQ
U.S. Global Investors announced a restatement of its Q3 2026 EPS due to an inadvertent spreadsheet omission, confirming no impact on net income or revenues.
NASDAQ
U.S. Global Investors announced a net income of $2.7 million, or $0.23 per share, for the third quarter of fiscal year 2026, a significant turnaround from previous periods, driven by strong performance in gold and aerospace/defense strategies.
Better than expected
NASDAQ
U.S. Global Investors, Inc. announced a significant return to profitability in its first fiscal quarter of 2026, driven by a surge in investment income and positive fund flows into gold assets.
Better than expected
NASDAQ
U.S. Global Investors, Inc. announced a net loss for fiscal year 2025, alongside decreased revenues and AUM, while expanding its international ETF presence.
Worse than expected
NASDAQ
U.S. Global Investors, Inc. announced the continuation of its monthly dividend payments, increased exposure to the Bitcoin ecosystem, and promoted its Smart Beta 2.0 ETFs focused on gold miners and aerospace & defense sectors.
NASDAQ
U.S. Global Investors reported a net loss for Q3 2025 but is strategically increasing its investment in the Bitcoin ecosystem.
Worse than expected
Quarterly Earnings (10-Q)
NASDAQ
U.S. Global Investors, Inc. filed an amended quarterly report to correct an error in the calculation of weighted average shares outstanding, which previously overstated earnings per share.
Worse than expected
NASDAQ
U.S. Global Investors reported a significant increase in net income for the first quarter of fiscal year 2026, primarily driven by strong net investment income.
Better than expected
NASDAQ
10-Q: U.S. Global Investors Reports Net Loss for Quarter Ended March 31, 2025, Amidst Revenue Decline
U.S. Global Investors, Inc. announces a net loss for the quarter ended March 31, 2025, driven by a decrease in operating revenues, partially offset by higher net investment income.
Worse than expected
NASDAQ
U.S. Global Investors reports a net loss for the second quarter of fiscal year 2025, primarily due to decreased operating revenues and net investment income.
Worse than expected
NASDAQ
U.S. Global Investors saw a positive swing to net income in the first quarter of fiscal year 2025, driven by investment gains, despite a decrease in operating revenues.
Better than expected
NASDAQ
U.S. Global Investors experienced a net loss in the third quarter of 2024, contrasting with a net profit in the same period last year, primarily due to decreased operating revenues and investment income.
Worse than expected
Annual Reports (10-K)
NASDAQ
U.S. Global Investors, Inc. filed an amended annual report (10-K/A) to correct the dates on its CEO and CFO certifications for the fiscal year ended June 30, 2025.
NASDAQ
U.S. Global Investors, Inc. reported a net loss of $334,000 for fiscal year 2025, a significant decline from the prior year's net income, primarily driven by a 15.3% decrease in assets under management.
Worse than expected
NASDAQ
U.S. Global Investors experienced a decrease in assets under management and operating revenues, but saw an increase in net investment income for fiscal year 2024.
Worse than expected
Insider Trading (Form 4)
NASDAQ
Frank E Holmes, CEO/CIO, a Director and 10% owner of U S Global Investors Inc, reported a transaction in 835 shares of common stock on July 31, 2026.
NASDAQ
Lisa Callicotte, CFO of U S Global Investors Inc, reported a transaction in 331 shares of common stock on July 31, 2026.
NASDAQ
Frank E. Holmes reports transactions in Class A Common Stock of US Global Investors Inc. (GROW).
NASDAQ
U.S. Global Investors CFO Lisa Callicotte acquired 303 shares of Class A Common Stock through an employee stock purchase plan.
NASDAQ
Derek Pilecki, a control person of U.S. Global Investors Inc., reported the acquisition of 20,496 shares of Class A Common Stock on June 2, 2026, at an average price of $2.5945.
NASDAQ
Gator Capital Management, LLC reports significant purchases of Class A Common Stock in U S GLOBAL INVESTORS INC (GROW), increasing its beneficial ownership.
Institutional Holdings (13F)
NASDAQ
U S Global Investors Inc reported 146 holdings worth $1.0B for the period ended June 30, 2026.
NASDAQ
U.S. Global Investors reports a diversified portfolio of 162 equity holdings valued at approximately $857.6 million as of March 31, 2026.
NASDAQ
U.S. Global Investors Inc. filed its Form 13F-HR, revealing its equity holdings valued at $933.96 million as of December 31, 2025.
NASDAQ
U.S. Global Investors Inc. disclosed its Q3 2025 equity holdings, totaling $885.8 million across 171 positions, with significant allocations to gold, natural resources, and airline sectors.
NASDAQ
U.S. Global Investors Inc. has filed its quarterly Form 13F-HR, revealing a total investment portfolio valued at over $850 million across 173 distinct holdings as of June 30, 2025.
NASDAQ
U.S. Global Investors Inc. reveals its Q1 2025 holdings in a recent 13F filing, showcasing a diverse portfolio with significant investments in the airline, gold mining, and energy sectors.
Schedule 13G - Passive Investments
NASDAQ
Gator Capital Management and affiliated entities are terminating their Schedule 13G filing for U.S. Global Investors, Inc. Class A Common Stock, citing the non-voting nature of the securities.
NASDAQ
Gator Capital Management and affiliated entities have reported a significant beneficial ownership stake in U.S. Global Investors, Inc., exceeding 5% of the Class A common stock.
NASDAQ
Vanguard Capital Management reports beneficial ownership of 5.55% of US Global Investors Inc. common stock as of March 31, 2026.
NASDAQ
The Vanguard Group reports 0% beneficial ownership in US Global Investors Inc following an internal realignment.
NASDAQ
Gator Capital Management and affiliated entities report a significant passive ownership stake in U.S. Global Investors, Inc. Class A shares.
NASDAQ
Gator Capital Management and affiliates disclose a combined beneficial ownership of 6.18% in U.S. Global Investors, Inc. Class A shares.