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US Global Invstr SEC Filings

GROW NASDAQ

Welcome to our dedicated page for US Global Invstr SEC filings (Ticker: GROW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

U.S. Global Investors (NASDAQ: GROW) isn’t a typical asset manager—it runs niche gold, natural-resource and airline ETFs built on its proprietary Smart Beta 2.0 rules. That specialization makes every disclosure a window into shifting AUM, fee structures and the performance drivers behind funds like GOAU and JETS.

Need the details without poring over hundreds of pages? Stock Titan’s AI delivers real-time filing updates the moment they hit EDGAR, then translates them into clear summaries. From U.S. Global Investors insider trading Form 4 transactions to a U.S. Global Investors quarterly earnings report 10-Q filing, you’ll see what changed, why it matters and how it could affect sector-focused portfolios.

Here’s what you can explore:

  • Form 4 insider transactions—track U.S. Global Investors executive stock transactions Form 4 and receive Form 4 insider transactions real-time alerts.
  • 10-K annual report—our AI offers a U.S. Global Investors annual report 10-K simplified view of Smart Beta methodology, fee tables and dividend history.
  • 10-Q quarterly reports—get U.S. Global Investors earnings report filing analysis with segment inflows, ETF expense ratios and gold-price sensitivity.
  • 8-K material events—U.S. Global Investors 8-K material events explained, from new ETF launches to share-repurchase updates.
  • DEF 14A proxy—read the U.S. Global Investors proxy statement executive compensation breakdown in minutes.

Whether you’re understanding U.S. Global Investors SEC documents with AI for due diligence or watching market-timed purchases, Stock Titan keeps every U.S. Global Investors SEC filing explained simply. Save hours, uncover insights and make informed calls on the themes that power GROW.

Rhea-AI Summary

U.S. Global Investors (NASDAQ:GROW) filed an 8-K furnishing a June 25 press release. The company reaffirmed its monthly dividend, announced plans to expand Bitcoin exposure, and introduced Smart Beta 2.0 tools aimed at “fear trade” strategies.

  • No change to dividend cadence or amount was announced.
  • Management signaled a strategic tilt toward digital assets but gave no sizing, timing, or funding details.
  • The Smart Beta initiative appears promotional; no performance data, AUM targets, or revenue projections were provided.

The filing is furnished under Item 8.01, so it contains no financial statements and carries lower legal liability. Immediate earnings impact remains uncertain, making the disclosure largely qualitative at this stage.

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FAQ

What is the current stock price of US Global Invstr (GROW)?

The current stock price of US Global Invstr (GROW) is $2.54 as of June 28, 2025.

What is the market cap of US Global Invstr (GROW)?

The market cap of US Global Invstr (GROW) is approximately 31.4M.

What is U.S. Global Investors?

U.S. Global Investors is a registered investment adviser with over 50 years of experience, specializing in niche global markets and innovative thematic ETFs.

What are the core business segments of the company?

The firm focuses on investment management services for its funds and thematic ETFs, as well as strategic corporate investments designed to boost value and maintain liquidity.

What is the Smart Beta 2.0 strategy?

Smart Beta 2.0 is an investment approach that combines passive investing with factor-based quantitative and fundamental analysis to build diversified portfolios and manage risk effectively.

Which specialized sectors does the company target?

The company has a focused expertise in areas such as gold and precious metals, natural resources, emerging markets, airlines, travel, and technology-driven sectors like aerospace and defense.

How does U.S. Global Investors create value for its shareholders?

It emphasizes transparency, disciplined investment practices, and strategic capital allocation through structured dividends and share repurchase programs to enhance shareholder value.

Who leads U.S. Global Investors?

Frank Holmes has been at the helm since 1989, guiding the company from its origins as an investment club to its current status as a reputable global investment adviser.

What differentiates U.S. Global Investors in the competitive investment advisory market?

Its longstanding market presence, innovative Smart Beta 2.0 strategy, specialized focus on niche sectors, and a commitment to transparent and research-driven investment practices set it apart.

How does the company manage risk in its investment products?

The firm combines quantitative analysis with comprehensive market research to construct diversified portfolios that effectively navigate market fluctuations and sector-specific risks.
US Global Invstr

NASDAQ:GROW

GROW Rankings

GROW Stock Data

31.42M
10.41M
5.83%
31.57%
0.35%
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