U S Global Investors (GROW) Equity Average (2011 - 2026)
U S Global Investors' (GROW) quarterly Equity Average came in at $45.6 million in Q2 2026, little changed year-over-year from $45.7 million in Q2 2025, and up 1.07% quarter-over-quarter from $45.1 million in Q1 2026.
Analysis
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 $45.6 million for Q2 2026.
- In Q2 2026, Equity Average changed 0.13% year-over-year to $45.6 million; the TTM figure through Jun 2026 stood at $45.6 million (changed 0.13% YoY), while the FY2026 annual figure was $45.2 million, down 4.1% from the prior year.
- Equity Average came in at $45.6 million for Q2 2026 at U S Global Investors, up from $45.1 million in the prior quarter.
- In the past five years, Equity Average ranged from a high of $58.1 million in Q1 2022 to a low of $45.1 million in Q4 2025.
- Average Equity Average over 5 years is $49.7 million, with a median of $49.8 million recorded in 2024.
- Year-over-year, Equity Average rose 28.8% in 2022 and decreased 10.2% in 2023.
- Over 5 years, Equity Average stood at $52.4 million in 2022, then slipped by 3.42% to $50.6 million in 2023, then decreased by 5.52% to $47.8 million in 2024, then slipped by 5.74% to $45.1 million in 2025, then climbed by 1.14% to $45.6 million in 2026.
- Per Business Quant data, the three most recent Equity Average figures were $45.6 million in Q2 2026, $45.1 million in Q1 2026, and $45.1 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.84 Bn | 152.97 Bn | - | 57.37 Bn |
| 2 | Spdr Gold Trust | 146.01 Bn | -412.00 Bn | - | 142.58 Bn |
| 3 | Ishares Gold Trust | 30.54 Bn | -29.57 Bn | - | 65.35 Bn |
| 4 | World Gold Trust | 29.53 Bn | -73.54 Bn | - | 28.44 Bn |
| 5 | Principal Financial | 24.58 Bn | -28.39 Bn | 1.91 Bn | 12.01 Bn |
| 6 | iShares Silver Trust | 22.65 Bn | -5.56 Bn | - | 31.93 Bn |
| 7 | Franklin Resources | 17.60 Bn | 13.88 Bn | - | 13.03 Bn |
| 8 | Invesco | 14.52 Bn | 13.60 Bn | 1.79 Bn | 13.02 Bn |
| 9 | Affiliated Managers | 9.42 Bn | 9.01 Bn | - | 6.15 Bn |
| 10 | U S Global Investors | 36.76 Mn | 3.56 Mn | - | 45.59 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 45.59 Mn |
| Mar 31, 2026 | 45.11 Mn |
| Dec 31, 2025 | 45.08 Mn |
| Sep 30, 2025 | 45.60 Mn |
| Jun 30, 2025 | 45.65 Mn |
| Mar 31, 2025 | 46.69 Mn |
| Dec 31, 2024 | 47.83 Mn |
| Sep 30, 2024 | 48.69 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 |