U S Global Investors GROW
NASDAQ GROW
$2.90 +0.04 (+1.40%)
At close: Oct 5, 2026 · 4:00 PM EDT

U S Global Investors (GROW) Tax Rate (2010 - 2025)

Updated

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.

Analysis

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 Set

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

Historic Data

Download Data
DateValue
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%
API Access

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