U S Global Investors (GROW) Long-Term Investments (2011 - 2025)
U S Global Investors (GROW) posted Long-Term Investments of $3.0 million for Q3 2025, up 92.89% sequentially from $1.6 million in Q2 2025, and up 80.2% YoY from $1.7 million in Q3 2024.
U S Global Investors (GROW) Long-Term Investments (2011 - 2025) Analysis & Trends
U S Global Investors has reported Long-Term Investments for 15 years, with the latest figure at $3.0 million in Q3 2025.
- Quarterly Long-Term Investments rose 80.2% year-over-year to $3.0 million in Q3 2025, while the trailing twelve-month figure through Sep 2025 was $3.0 million (up 80.2% YoY) and the FY2025 annual result came in at $1.6 million, up 8.76% from the prior year.
- Long-Term Investments improved to $3.0 million in Q3 2025 per GROW's latest filing, from $1.6 million in the prior quarter.
- Over five years, Long-Term Investments peaked at $17.0 million in Q2 2021 and troughed at $596000.0 in Q1 2021.
- A 5-year average of $3.4 million and a median of $1.7 million in 2024 frame the typical range for Long-Term Investments.
- The sharpest annual moves came in 2021 and 2023: Long-Term Investments surged 10690.51% in 2021, then plunged 90.59% in 2023.
- Over 5 years, Long-Term Investments stood at $3.6 million in 2021, then dropped by 25.85% to $2.6 million in 2022, then sank by 38.74% to $1.6 million in 2023, then climbed by 4.59% to $1.7 million in 2024, then surged by 80.2% to $3.0 million in 2025.
- According to Business Quant data, Long-Term Investments over the past three periods registered $3.0 million, $1.6 million, and $1.7 million for Q3 2025, Q2 2025, and Q1 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | U S Global Investors | 38.42 Mn | 4.65 Mn | - | 4.73 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Sep 30, 2025 | 3.04 Mn |
| Jun 30, 2025 | 1.58 Mn |
| Mar 31, 2025 | 1.69 Mn |
| Dec 31, 2024 | 1.69 Mn |
| Sep 30, 2024 | 1.69 Mn |
| Jun 30, 2024 | 1.45 Mn |
| Mar 31, 2024 | 1.11 Mn |
| Dec 31, 2023 | 1.61 Mn |
| Sep 30, 2023 | 1.61 Mn |
| Jun 30, 2023 | 1.00 Mn |
| Mar 31, 2023 | 2.83 Mn |
| Dec 31, 2022 | 2.63 Mn |
| Sep 30, 2022 | 2.63 Mn |
| Jun 30, 2022 | 10.63 Mn |
| Mar 31, 2022 | 4.21 Mn |
| Dec 31, 2021 | 3.55 Mn |
| Sep 30, 2021 | 3.45 Mn |
| Jun 30, 2021 | 17.05 Mn |
| Mar 31, 2021 | 596,000.00 |
| Dec 31, 2020 | 654,000.00 |