U S Global Investors (GROW) Assets Average (2011 - 2026)

U S Global Investors (GROW) recorded quarterly Assets Average of $48.1 million in Q1 2026, little changed quarter-over-quarter from $48.1 million in Q4 2025, and down 2.76% year-on-year from $49.4 million in Q1 2025.

U S Global Investors (GROW) Assets Average (2011 - 2026) Analysis & Trends

U S Global Investors has disclosed Assets Average across 16 years of filings, most recently posting $48.1 million for Q1 2026.

  • For the quarter ending Q1 2026, Assets Average fell 2.76% year-over-year to $48.1 million; the trailing twelve-month figure through Mar 2026 stood at $48.1 million (down 2.76% YoY), and the FY2025 full-year result was $50.0 million, down 7.07% from the prior year.
  • Assets Average was $48.1 million for Q1 2026 at U S Global Investors, roughly flat from $48.1 million in the prior quarter.
  • Over five years, Assets Average peaked at $63.4 million in Q1 2022 and troughed at $48.1 million in Q1 2026.
  • The 5-year median for Assets Average is $53.2 million (2024), against an average of $53.4 million.
  • The sharpest annual moves came in 2022 and 2023: Assets Average rose 16.21% in 2022, then retreated 12.64% in 2023.
  • Year by year, Assets Average stood at $56.0 million in 2022, then declined by 3.76% to $53.9 million in 2023, then decreased by 6.06% to $50.6 million in 2024, then fell by 4.98% to $48.1 million in 2025, then decreased by 0.01% to $48.1 million in 2026.
  • Per Business Quant data, the three most recent Assets Average figures were $48.1 million in Q1 2026, $48.1 million in Q4 2025, and $48.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 170.12 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 48.02 Bn
3 Kkr 86.45 Bn 133.96 Bn - 411.11 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 464.24 Bn
5 State Street 46.95 Bn 21.27 Bn - 379.11 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 175.85 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 90.35 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 28.51 Bn
10 U S Global Investors 38.31 Mn 36.31 Mn - 48.07 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 48.07 Mn
Dec 31, 2025 48.08 Mn
Sep 30, 2025 48.50 Mn
Jun 30, 2025 48.41 Mn
Mar 31, 2025 49.43 Mn
Dec 31, 2024 50.60 Mn
Sep 30, 2024 51.52 Mn
Jun 30, 2024 52.37 Mn
Mar 31, 2024 53.20 Mn
Dec 31, 2023 53.86 Mn
Sep 30, 2023 54.88 Mn
Jun 30, 2023 55.71 Mn
Mar 31, 2023 55.35 Mn
Dec 31, 2022 55.97 Mn
Sep 30, 2022 57.67 Mn
Jun 30, 2022 60.44 Mn
Mar 31, 2022 63.35 Mn
Dec 31, 2021 63.05 Mn
Sep 30, 2021 62.10 Mn
Jun 30, 2021 64.55 Mn