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| Date | Value |
|---|---|
| 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 |