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The company

U.S. Global Investors, Inc.

GROW · Nasdaq

FinancialsCapital Markets & Asset ManagementJust dropped out

GROW stood above a rising 150-day average in 29 of the last 52 weekly readings, and has been out of that trend for the last 4 weeks. It is 5.7% below that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Just dropped out
Weeks in an uptrend
out for 4
Industry in uptrend
27% -9 in 4 wk
Insider buys, 12 months
$609K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
35 (+2)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 29 of 52 weeks.

17 Apr – 16 Oct
27%44%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$379KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months22
Sale orders, 12 months0
Buyers · sellers2 · 0
WhoDidSharesTraded
Gator Capital Management, Llc10% ownerbought330at $2.603 Jun 2026filed 4 Jun 2026
Derek Steven PileckiOtherbought330at $2.603 Jun 2026filed 4 Jun 2026
Gator Capital Management, Llc10% ownerbought20,496at $2.592 Jun 2026filed 4 Jun 2026
Derek Steven PileckiOtherbought20,496at $2.592 Jun 2026filed 4 Jun 2026
Derek Steven PileckiOtherbought1,376at $2.6028 May 2026filed 2 Jun 2026
Gator Capital Management, Llc10% ownerbought1,376at $2.6028 May 2026filed 2 Jun 2026
Derek Steven PileckiOtherbought23,910at $2.5521 May 2026filed 2 Jun 2026
Gator Capital Management, Llc10% ownerbought23,910at $2.5521 May 2026filed 2 Jun 2026
Derek Steven PileckiOtherbought3,601at $2.5513 May 2026filed 2 Jun 2026
Gator Capital Management, Llc10% ownerbought3,601at $2.5513 May 2026filed 2 Jun 2026
Derek Steven PileckiOtherbought404at $2.5512 May 2026filed 2 Jun 2026
Gator Capital Management, Llc10% ownerbought404at $2.5512 May 2026filed 2 Jun 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders35+2 on the quarter
New · exited4 · 3
Reported value$13.1M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Gator Capital Management, LLCadded · filed 13 Aug 20261,121,593$3.5M+80,219+7.7%
CWA Asset Management Group, LLCadded · filed 14 Jul 2026707,235$2.2M+77,741+12.3%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026508,207$1.6M-8,874−1.7%
North Star Investment Management Corp.unchanged · filed 28 Jul 2026406,000$1.3M00.0%
BlackRock, Inc.unchanged · filed 7 Aug 2026308,300$962K00.0%
RENAISSANCE TECHNOLOGIES LLCadded · filed 13 Aug 2026204,015$637K+11,300+5.9%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026131,480$410K+15,999+13.9%
Rothschild Wealth LLCreduced · filed 11 Aug 2026121,965$381K-1,002−0.8%
CITADEL ADVISORS LLCadded · filed 14 Aug 2026113,071$353K+67,427+147.7%
SUSQUEHANNA INTERNATIONAL GROUP, LLPadded · filed 14 Aug 202681,957$256K+15,105+22.6%
31 Mar 2023 – 30 Jun 2026
253035Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Frank E. Holmes Company insiderCEO/CIO · last 30 Sep 2026334 · 0
Lisa Callicotte Company insiderCFO · last 30 Sep 20260 · 0
Derek Steven Pilecki Company insiderOther · last 3 Jun 202611 · 0
Gator Capital Management, LLC Company insider10% owner · last 3 Jun 202611 · 0
Jerold H. Rubinstein Company insiderDirector · last 5 Oct 20200 · 2
Roy D. Terracina Company insiderDirector · last 5 Oct 20203 · 5
Thomas F. Lydon Jr. Company insiderDirector · last 5 Oct 20201 · 1
Susan B. McGee Company insiderPresident/General Counsel/CCO · last 31 May 20181 · 4
Catherine Ann Rademacher Company insiderChief Financial Officer · last 31 Jul 20130 · 0

Same industry

MRX Marex GroupLeading+16%
WT WisdomTreeLeading+9%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2026 · to 30 Jun 202625.0%
Operating profit marginFY 2026 · to 30 Jun 2026-4.2%
Free cash flow marginFY 2026 · to 30 Jun 20264.7%
Return on capital employedFY 2026 · to 30 Jun 2026-1.3%
Cash conversionFY 2026 · to 30 Jun 202624.3%
Share count trendFY 2026 · to 30 Jun 202616.5%
Cash and equivalentsFY 2026 · to 30 Jun 2026$24.3M
Free cash flowFY 2026 · to 30 Jun 2026$682K

Analyst forecasts

No analyst forecasts yet.