US Global Investors Inc

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Assets, Funds, Holdings

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US Global Investors Inc
CRD #111097
SEC #801-4868
CIK #0000754811
AUM
Employees 24 (25% Investors, 0% Brokers)
Phone210-308-1234
Address7900 Callaghan Road
San Antonio, TX 78229
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($BB)
6.04.83.62.41.20.01999200720152024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
DAL 19.4 0.2
UAL 12.1 0.2
AAL 8.8 0.1
LUV 21.7 0.1
ALK 5.1 0.0
SKYW 1.1 0.0
JBLU 2.8 0.0
BKNG 74.7 0.0
ALGT 2.1 0.0
GD 61.2 0.0
View All
Holdings by Sector ($BB)
4.03.22.41.60.80.02013201720212025
AUM Breakdown Accounts AUM ($BB)
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 12 2.4
(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 12 2.4
By Discretionary
Discretionary 12 2.4
Non-Discretionary 0 0.0
Total 12 2.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.4
Total 12 2.4
EDGAR Form CIK 2011 - 2024
10-K [0000754811]
10-Q [0000754811]
13F-HR [0000754811]
3 [0000754811]
4 [0000754811]
5 [0000754811]
8-K [0000754811]
SC 13G [0000754811]
Form 13D/13G Filer Form 13D/13G Subject Filed
Vanguard Group Inc U S Global Investors Inc [2024-02-13]
Vanguard Group Inc U S Global Investors Inc [2022-02-10]
Financial & Investment Management Group Ltd U S Global Investors Inc [2018-08-09]
Financial & Investment Management Group Ltd U S Global Investors Inc [2018-02-12]
Financial & Investment Management Group Ltd U S Global Investors Inc [2018-01-12]
Financial & Investment Management Group Ltd U S Global Investors Inc [2017-12-15]
Financial & Investment Management Group Ltd U S Global Investors Inc [2017-11-07]
Financial & Investment Management Group Ltd U S Global Investors Inc [2017-10-06]
Financial & Investment Management Group Ltd U S Global Investors Inc [2017-09-12]
Financial & Investment Management Group Ltd U S Global Investors Inc [2017-07-10]
View All
Form 3/4/5 Subject 2011 - 2024
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
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tony@aum13f.com