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.
Schedule 13G/A filed 06/30/2025 reports that Gator Capital Management, LLC, its affiliate Gator Financial Partners, LLC, portfolio vehicle ECA Fund, LP and Managing Member Derek Pilecki together hold a passive position in U.S. Global Investors, Inc. (Class A, ticker GROW).
- Total beneficial ownership: 684,223 shares
- % of class: 6.18 %
- Key entities: Gator Financial Partners (625,223 shares; 5.64 %), ECA Fund LP (53,000 shares; 0.48 %)
- Voting/Dispositive power: 100 % shared; none sole
- Rule cited: 13d-1(b)/(c); certifies the stake is not for the purpose of influencing control
The 5 % threshold triggers reporting status but the amendment supplies no transaction details, purchase dates or prior ownership levels. It simply confirms that, as of 05/25/2025, the Gator group is a significant passive holder of GROW shares.
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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