U.S. GLOBAL INVESTORS, INC.

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Adviser Profile

As of Date:

09/30/2023

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company


Number of Employees:

24 20.00%

of those in investment advisory functions:

6 20.00%


Registration:

SEC, Approved, 6/16/1968

AUM:

2,370,216,554 -43.96%

of that, discretionary:

2,370,216,554 -43.96%

Avg Account Size:

197,518,046 -48.63%


SMA’s:

NO

Private Funds:

0

Websites :
Contact info

Phone: 210 xxxxxxx

Fax: 210 xxxxxxx

Client Types:

- Investment companies

Advisory Activities:

- Portfolio management for investment companies

Compensation Arrangments:

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 2B 2B 1B 604M
2015 2016 2017 2018 2019 2020 2021 2022

Recent News

G20 finance officials to meet on pandemic measures, U.S. global minimum tax plan
04/07/2021

Finance officials from the Group of 20 major economies are poised to back a $650 billion boost in the IMF's emergency reserves on Wednesday and extend a freeze on debt payments as part of an effort to help developing countries still struggling to combat the COVID-19 pandemic.

Yahoo Finance

Yellen warns that slow vaccine rollout in poor countries poses threat to U.S., global economies
04/05/2021

Treasury Secretary Janet Yellen on Monday called for speeding up the distribution of coronavirus vaccines in poorer nations, arguing the United States and global economies are threatened by the impact of covid-19 on the developing world.

washingtonpost.com

Yellen warns that slow vaccine rollout in poor countries poses threat to U.S., global economies
04/05/2021

WASHINGTON - Treasury Secretary Janet Yellen on Monday called for speeding up the distribution of the coronavirus vaccine in poorer nations, arguing the U.S. and global economies are threatened by the impact of covid-19 on the developing world.

seattletimes.com

Charting a bullish reversal, S&P 500 extends rally from 50-day average
03/26/2021

Drilling down further, the United States Oil Fund USO, +0.94% has pulled in to a key technical test The fund tracks daily changes in the spot price of light, sweet crude oil. Fundamentally ...

Market Watch

At CSW, advocates see positive signs for US policy on gender equality
03/26/2021

In January, Biden rescinded the Mexico City Policy, also known as the “global gag rule,” which denied U.S. global health assistance ... easier for the U.S. to fund large nongovernmental ...

devex.com

S&P 500 whipsaws at 50-day average, Nasdaq ventures under key support
03/26/2021

Technically, the Invesco U.S. Dollar Index Bullish Fund US:UUP has tagged four-month highs, building on a double bottom defined by the January and February lows. The prevailing upturn punctuates ...

Market Watch

Private Funds

No private funds

Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
02376R102 AMERICAN AIRLINE $174,159,419 12.00% 27.00% 19.00%
247361702 DELTA AIR LI $178,400,297 12.00% 32.00% 21.00%
844741108 SOUTHWEST AIR $179,354,821 12.00% 33.00% 25.00%
910047109 UNITED AIRLINES $171,637,433 12.00% 29.00% 32.00%
477143101 JETBLUE AIRWAYS $54,286,365 4.00% 50.00% 24.00%
35909R108 FRONTIER GROUP H $57,240,702 4.00% 65.00% 46.00%
011659109 ALASKA AIR GROUP $54,218,767 4.00% 29.00% 22.00%
01748X102 ALLEGIANT TRAVEL $53,453,214 4.00% 33.00% 23.00%
866683105 SUN COUNTRY HOLD $44,838,758 3.00% -2.00% -8.00%
830879102 SKYWEST INC $49,995,542 3.00% 14.00% -9.00%