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| Happy Holidays!! thanks for using AUM13F!! |
| US Global Investors Inc
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| CRD # | 111097 |
| SEC # | 801-4868 |
| CIK # | 0000754811 |
| AUM | $1.6 B (2024-09-25) |
| Employees | 24 (25% Investors, 0% Brokers) |
| Phone | 210-308-1234 |
| Address | 7900 Callaghan Road San Antonio, TX 78229 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| UAL Corp /DE/ | 0.1 | ||
| Delta Air Lines Inc | 0.1 | ||
| AMR Corp | 0.1 | ||
| Southwest Airlines Co | 0.1 | ||
| Skywest Inc | 0.0 | ||
| Sun Country Airlines Holdings Inc | 0.0 | ||
| Alaska Air Group Inc | 0.0 | ||
| Allegiant Travel Co | 0.0 | ||
| Frontier Group Holdings Inc | 0.0 | ||
| JetBlue Airways Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 9 | 1.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 1.6 |
| By Discretionary | ||
| Discretionary | 9 | 1.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.6 | |
| Total | 9 | 1.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000754811] | |
| 10-Q | [0000754811] | |
| 13F-HR | [0000754811] | |
| 3 | [0000754811] | |
| 4 | [0000754811] | |
| 5 | [0000754811] | |
| 8-K | [0000754811] | |
| SC 13G | [0000754811] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| U S Global Investors Inc | |
| Holmes Frank E | |
| Callicotte Lisa | |
| Lydon Thomas F Jr | |
| Terracina Roy D | |
| Rubinstein Jerold H | |
| McGee Susan B | |
| Rademacher Catherine Ann |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Phoenix Merchant Partners LP
✚
|
NY | 1.6 |
|
ESP Investment Advisors LLC
✚
|
TX | 1.6 |
|
USA Financial Exchange LLC
✚
|
MI | 1.6 |
|
Brickwood Asset Management LLP
✚
|
1.6 | |
|
Arthur Ventures Management 2 LLC
✚
|
MN | 1.5 |
|
Skerryvore Asset Management Ltd
✚
|
1.5 | |
|
Alinda Capital Partners Ltd
✚
|
CT | 1.5 |
|
Oldfield Partners LLP
✚
|
1.5 | |
|
Nelson Enterprises LLC
✚
|
1.5 | |
|
Locust Point Capital Inc
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|
FL | 1.5 |