U S Global Investors (GROW) Long-Term Investments (2011 - 2026)

U S Global Investors (GROW) recorded quarterly Long-Term Investments of $3.2 million in Q1 2026, up 15.39% quarter-over-quarter from $2.8 million in Q4 2025, and up 91.52% year-on-year from $1.7 million in Q1 2025.

U S Global Investors (GROW) Long-Term Investments (2011 - 2026) Analysis & Trends

U S Global Investors has disclosed Long-Term Investments across 16 years of filings, most recently posting $3.2 million for Q1 2026.

  • For the quarter ending Q1 2026, Long-Term Investments rose 91.52% year-over-year to $3.2 million; the trailing twelve-month figure through Mar 2026 stood at $3.2 million (up 91.52% YoY), and the FY2025 full-year result was $2.5 million, up 187.56% from the prior year.
  • Long-Term Investments was $3.2 million for Q1 2026 at U S Global Investors, up from $2.8 million in the prior quarter.
  • Over five years, Long-Term Investments peaked at $7.0 million in Q2 2023 and troughed at $868000.0 in Q2 2024.
  • The 5-year median for Long-Term Investments is $2.5 million (2025), against an average of $2.5 million.
  • The sharpest annual moves came in 2024 and 2025: Long-Term Investments tumbled 87.61% in 2024, then jumped 187.56% in 2025.
  • Year by year, Long-Term Investments stood at $2.6 million in 2022, then slumped by 38.74% to $1.6 million in 2023, then advanced by 4.59% to $1.7 million in 2024, then soared by 65.98% to $2.8 million in 2025, then increased by 15.39% to $3.2 million in 2026.
  • Per Business Quant data, the three most recent Long-Term Investments figures were $3.2 million in Q1 2026, $2.8 million in Q4 2025, and $953000.0 in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 14.57 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 32.75 Bn
3 Kkr 86.45 Bn 133.96 Bn - 77.47 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 3.10 Bn
5 State Street 46.95 Bn 21.27 Bn - 586.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 2.51 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - 399.00 Mn
9 Ares Management 29.04 Bn 32.41 Bn - -1.48 Bn
10 U S Global Investors 38.31 Mn 36.31 Mn - 3.23 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 3.23 Mn
Dec 31, 2025 2.80 Mn
Sep 30, 2025 953,000.00
Jun 30, 2025 2.50 Mn
Mar 31, 2025 1.69 Mn
Dec 31, 2024 1.69 Mn
Sep 30, 2024 1.69 Mn
Jun 30, 2024 868,000.00
Mar 31, 2024 1.11 Mn
Dec 31, 2023 1.61 Mn
Sep 30, 2023 1.61 Mn
Jun 30, 2023 7.01 Mn
Mar 31, 2023 2.83 Mn
Dec 31, 2022 2.63 Mn
Sep 30, 2022 2.63 Mn
Jun 30, 2022 3.99 Mn
Mar 31, 2022 4.21 Mn
Dec 31, 2021 3.55 Mn
Sep 30, 2021 3.45 Mn
Jun 30, 2021 11.94 Mn