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U S Global Investors Inc

GROW
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0000754811

No open-market purchases or sales by U S Global Investors Inc insiders were filed in the last 90 days; 35 institutions reported holding it in 13F filings for Q2 2026, worth $13.1M in total; no superinvestor holds it.

Q4 2024 vs. Q3 2024

How the institutions holding U S Global Investors Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of GROW: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders33133+1
Shares3.70M41.3K3.36M−301.9K (−8.3%)
Value$9.50M$106.4K$8.15M−$1.25M (−13.3%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (6)

Institutions that held U S Global Investors Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to GROW in Q4 2024
InstitutionSharesValue% of portfolio
Kestra Private Wealth Services, LLC22,822$55.7K0.00%
Samalin Investment Counsel, LLC16,700$40.7K0.02%
XTX Topco Ltd10,541$25.7K0.00%
SBI Securities Co., Ltd.116$2830.00%
Northwestern Mutual Wealth Management Co10$240.00%
Simplex Trading, LLC54$00.00%

Sold out (5)

Institutions that held U S Global Investors Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of GROW in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Royce & Associates LP439,454$1.13M
Formidable Asset Management, LLC17,425$45.0K
Group One Trading, L.P.10,100$26.1K
UBS Group AG1,980$5.11K
FMR LLC75$194

Not filed for Q4 2024 yet (1)

Institutions that held U S Global Investors Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GROW in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Vima LLC41,258$106.4K