Financial Performance: U.S. Global Investors reported a net loss of $334,000 for the fiscal year ending June 30, 2025, a significant decline from a net income of $1.3 million the previous year, with total operating revenues decreasing by 23% to $8.5 million.
Market Insights: CEO Frank Holmes highlighted the challenges of navigating a turbulent market in fiscal 2025, emphasizing the resilience of U.S. equities and recommending a 10% allocation to gold amid rising national debt and inflation concerns.
ETF Developments: The company launched the U.S. Global Sea to Sky Cargo ETF (SEA) in Mexico and the GO GOLD and Precious Metal Miners ETF (GOAU) in Colombia, expanding its offerings to investors in Latin America.
Shareholder Returns: U.S. Global Investors repurchased over 801,000 shares and announced a monthly dividend of $0.0075 per share, maintaining a commitment to shareholder returns since 2007.
U.S. Global Investors, Inc. is an investment adviser. The Company offers exchange traded funds (ETFs) in addition to mutual funds. The Company, with principal operations located in San Antonio, Texas, manages two business segments: Investment Management Services and Corporate Investments. Investment Management Services, through which the Company offers, to U.S. Global Investors Funds (USGIF) and exchange-traded fund (ETF) clients, a range of investment management products and services to meet the needs of individual and institutional investors. Corporate Investments, through which the Company invests for its own account. In particular, the Company is known for its expertise in gold mining and exploration, natural resources, and airlines. It provides investment advisory services and administrative services to mutual funds. Its wholly owned subsidiaries include U.S. Global Investors (Bermuda) Limited, U.S. Global Investors (Canada) Limited and U.S. Global Indices, LLC.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.