U S Global Investors (GROW) Tax Rate (2010 - 2025)
U S Global Investors (GROW) recorded Tax Rate of 13.72% in fiscal Q4 2026 (quarter ended Jun 30, 2026), down 32.73 percentage points from 46.45% a year earlier but up 59.76 percentage points from the prior quarter.
U S Global Investors (GROW) Tax Rate (2010 - 2025) Analysis & Trends
For FY2026 (ended Jun 30, 2026), U S Global Investors reported Tax Rate of 21.34%, up 48.82 percentage points from FY2025.
- Annual Tax Rate has a five-year change of +6.71 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Tax Rate came in at -27.48% in FY2025 (-57.87 pp), 30.39% in FY2024 (+7.52 pp), 22.88% in FY2023 (-7.88 pp) and 30.76% in FY2022 (+16.13 pp).
- Quarterly Tax Rate has ranged from -55.92% in fiscal Q3 2025 to 258.13% in fiscal Q2 2026 over the past five years.
- On a year-over-year basis, Tax Rate rose in four of the last eight quarters, with an average year-over-year change of -3.34 percentage points.
- Peak year-over-year performance for Tax Rate in the last five years was a gain of 232.27 percentage points in fiscal Q2 2026, against a drop of 243.42 percentage points in fiscal Q3 2025 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at -46.04% (Q3 2026), 258.13% (Q2 2026) and 18.28% (Q1 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 16.11% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | - |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 17.91% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 12.14% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 15.06% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 23.17% |
| 10 | U S Global Investors | 39.66 Mn | -96.08 Mn | - | - |
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2025 | 258.13% |
| Sep 30, 2025 | 18.28% |
| Sep 30, 2024 | 27.75% |
| Jun 30, 2024 | 30.16% |
| Mar 31, 2024 | 187.50% |
| Dec 31, 2023 | 26.19% |
| Jun 30, 2023 | 27.28% |
| Mar 31, 2023 | 16.75% |
| Dec 31, 2022 | 22.01% |
| Sep 30, 2022 | 71.51% |
| Dec 31, 2021 | 20.73% |
| Sep 30, 2021 | 17.70% |
| Mar 31, 2021 | 26.34% |
| Dec 31, 2020 | 23.31% |
| Sep 30, 2020 | 1.52% |
| Mar 31, 2019 | 37.97% |
| Dec 31, 2017 | 33.33% |
| Sep 30, 2017 | 0.80% |
| Sep 30, 2016 | 7.04% |
| Mar 31, 2013 | 42.21% |
U S Global Investors Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=GROW&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "GROW", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=GROW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();