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

U S Global Investors (GROW) recorded quarterly Equity Average of $45.1 million in Q1 2026, up 104.07% quarter-over-quarter from $22.1 million in Q4 2025, and down 3.39% year-on-year from $46.7 million in Q1 2025.

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

U S Global Investors has disclosed Equity Average across 16 years of filings, most recently posting $45.1 million for Q1 2026.

  • For the quarter ending Q1 2026, Equity Average fell 3.39% year-over-year to $45.1 million; the trailing twelve-month figure through Mar 2026 stood at $45.1 million (down 3.39% YoY), and the FY2025 full-year result was $47.1 million, down 6.74% from the prior year.
  • Equity Average was $45.1 million for Q1 2026 at U S Global Investors, up from $22.1 million in the prior quarter.
  • Over five years, Equity Average peaked at $58.1 million in Q1 2022 and troughed at $22.1 million in Q4 2025.
  • The 5-year median for Equity Average is $50.2 million (2024), against an average of $44.5 million.
  • The sharpest annual moves came in 2022 and 2024: Equity Average grew 28.8% in 2022, then plunged 52.86% in 2024.
  • Year by year, Equity Average stood at $52.4 million in 2022, then dropped by 3.42% to $50.6 million in 2023, then plunged by 52.86% to $23.9 million in 2024, then decreased by 7.37% to $22.1 million in 2025, then jumped by 104.07% to $45.1 million in 2026.
  • Per Business Quant data, the three most recent Equity Average figures were $45.1 million in Q1 2026, $22.1 million in Q4 2025, and $22.6 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 56.51 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 14.44 Bn
3 Kkr 86.45 Bn 133.96 Bn - 54.71 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 41.02 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 6.38 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.97 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 6.29 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 6.32 Bn
10 U S Global Investors 38.31 Mn 36.31 Mn - 45.11 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 45.11 Mn
Dec 31, 2025 22.10 Mn
Sep 30, 2025 22.62 Mn
Jun 30, 2025 45.65 Mn
Mar 31, 2025 46.69 Mn
Dec 31, 2024 23.86 Mn
Sep 30, 2024 24.72 Mn
Jun 30, 2024 49.34 Mn
Mar 31, 2024 50.19 Mn
Dec 31, 2023 50.62 Mn
Sep 30, 2023 51.27 Mn
Jun 30, 2023 52.23 Mn
Mar 31, 2023 52.19 Mn
Dec 31, 2022 52.41 Mn
Sep 30, 2022 53.25 Mn
Jun 30, 2022 55.40 Mn
Mar 31, 2022 58.11 Mn
Dec 31, 2021 57.55 Mn
Sep 30, 2021 55.19 Mn
Jun 30, 2021 54.73 Mn