surfer44
3月前
U.S. Global Investors Declares Continued Monthly Dividend, Highlights Readiness as Geopolitical Tensions Rise
March 13 2026 - 11:05AM
U.S. Global Investors, Inc. (NASDAQ: GROW) (“the Company”), a registered investment advisory firm[1] with expertise in gold mining stocks and the airline industry, is pleased to announce that it will continue its payment of monthly dividends.
The Company’s Board of Directors (the “Board”) approved payment of the $0.0075 per share per month dividend beginning in April 2026 and continuing through June 2026. The record dates are April 13, May 11 and June 15, and the payment dates will be April 27, May 26 and June 29.
Based on the March 11, 2026, closing price of $3.26, this monthly dividend represents an annualized yield of 2.76%.
Government Policies Are a Precursor to Change
The Company believes it is well-positioned amid rising geopolitical tensions in the Middle East following coordinated U.S. and Israeli strikes on Iran. Historically, periods of geopolitical instability have increased volatility across energy markets, strengthened demand for gold as a store of value and accelerated global defense spending. These are all areas where the Company maintains targeted exposure.
“We believe government policies are a precursor to change, and periods of geopolitical tension remind investors why diversification across real assets and national security themes is so important,” commented Frank Holmes, the Company’s CEO and Chief Investment Officer. “Gold has historically served as a hedge during time of uncertainty, energy markets can react quickly to supply disruptions, and defense spending often rises when global instability increases. We believe U.S. Global Investors is uniquely positioned at the intersection of these trends, offering investors targeted exposure to gold, energy and defense technologies.”
U.S. Global Investors Positioned for Heightened Geopolitical Risk
The U.S. Global Technology and Aerospace & Defense ETF (NYSE: WAR) offers exposure to aerospace, defense, semiconductors and cybersecurity companies that align with increased global defense budgets and natural security investments. World military expenditures climbed to a new record high of $2.7 trillion in 2024, a 9.4% increase over spending levels in 2023.[2]
Through its gold-focused strategies, including the Smart Beta 2.0 construction of the U.S. Global GO GOLD and Precious Metal Miners ETF (NYSE: GOAU) and its actively managed gold mutual funds, the Company provides investors access to companies that may benefit from rising precious metals prices during times of heightened uncertainty. Gold has often served as a hedge against geopolitical risk, inflationary pressure and currency volatility.[3]
“We believe the gold theme remains compelling as top countries appear to be prioritizing national security spending over trade,” Mr. Holmes continued. “At the same time that the U.S. is significantly expanding its military budget, its share of global trade in the third quarter of 2025 was the lowest for that quarter since 2014.[4] Global public debt reached approximately 94% of gross domestic product (GDP) in 2025 and is on track to hit 100% of world GDP by 2028.[5] I believe this makes hard assets like gold and silver look very valuable.”
The Company’s Global Resources Fund (PSPFX) also provides exposure to energy producers, including companies engaged in oil and natural gas exploration and production. Energy markets have historically responded sharply to disruptions in the Middle East, particularly when concerns arise around supply routes and regional infrastructure.[6]
“I invite readers to visit our Periodic Table of Commodities Returns, one of the most visited pages on usfunds.com,” said Mr. Holmes. “I’d like to point out that oil was the worst performing commodities in 2025, falling nearly 20%. I believe the odds favor oil this year, either from supply restrictions or a decline in global interest rates to stimulate economic activity. To get exposure, investors may want to consider PSPFX.”
About U.S. Global Investors, Inc.
The story of U.S. Global Investors goes back more than 50 years when it began as an investment club. Today, U.S. Global Investors, Inc. (www.usfunds.com) is a registered investment adviser that focuses on niche markets around the world. Headquartered in San Antonio, Texas, the Company provides investment advisory and other services to U.S. Global Investors Funds and U.S. Global ETFs.
https://investorshub.advfn.com/stock-market/NASDAQ/us-global-investors-GROW/stock-news/98050273/u-s-global-investors-declares-continued-monthly-d
surfer44
5月前
U.S. Global Investors Advances Smart Beta 2.0 Strategy as GOAU ETF Transitions to Active Management and WAR ETF Marks One-Year Milestone
December 30 2025 - 10:18AM
U.S. Global Investors, Inc. (NASDAQ: GROW) (the "Company"), a registered investment advisory firm with longstanding experience in global markets and specialized sectors, is proud to celebrate two significant milestones on December 30, 2025. In a year marked by historic moves in gold, the U.S. Global GO GOLD and Precious Metals Miner ETF (GOAU) will transition from passive indexing to active management, enabling greater agility while remaining grounded in the Company’s proprietary Smart Beta 2.0 investment discipline.
At the same time, the U.S. Global Technology and Aerospace & Defense ETF (WAR) celebrates its first anniversary, highlighting its targeted exposure to defense spending and the ongoing AI buildout.
Gold Momentum Drives GOAU to Active Management
2025 has been a record-setting year for gold, reports Reuters. Prices have reached historic levels, with spot gold touching $4,421 an ounce on December 22, amid economic and geopolitical uncertainty, central bank buying, and ongoing money printing. Investor interest has surged not only in physical bullion but also in gold and precious metals miners and royalty names.
Against this backdrop, U.S. Global Investors believes the current environment calls for greater selectivity and flexibility than a traditional index-based approach can offer. In response, the GOAU ETF is transitioning from tracking an index to a transparent, actively managed strategy, while keeping its fund name, ticker, and expense ratio unchanged – and while continuing to apply the same Smart Beta 2.0 framework that has guided the fund since inception.
“We believe we are entering a new phase of the precious metals cycle, where security selection matters more than broad exposure,” said CEO and Chief Investment Officer Frank Holmes.
“GOAU has performed strongly year-to-date through December 18, and transitioning it to active management, while still guided by our Smart Beta 2.0 principles, allows us to identify quality miners, manage risk, and capitalize on emerging opportunities across the gold and precious metals space. This approach leverages our decades of expertise in gold to deliver thoughtful, differentiated exposure for our shareholders,” Holmes continues.
Past performance does not guarantee future results.
One Year Strong: WAR ETF Powers Ahead in Defense and Ai
December-end marks the one-year anniversary of the WAR ETF, based on a strategy designed to capture growth at the cutting edge of defense and technology. WAR invests across aerospace and defense, semiconductors, cybersecurity, and data centers, using a Smart Beta 2.0 approach plus fundamental analysis to target high-quality companies set to benefit from long-term trends in the global defense sector.
“Defense has evolved into an information technology business, with governments investing billions in AI, data centers, cybersecurity, and semiconductors,” said Holmes.
“WAR was built for this environment,” Holmes continued. “The strategy reflects our Smart Beta 2.0 philosophy, combining disciplined factor-based selection with fundamental insights, to seek exposure to companies aligned with the modernization of global defense infrastructure.”
Continued Commitment to Thematic, High-Conviction Sectors
These milestones reflect U.S. Global Investors’ ongoing commitment to thematic, high-conviction areas of the market and to delivering innovative Smart Beta 2.0 strategies that aim to help investors access differentiated opportunities across gold, defense and technology as well as airlines, luxury goods and commodities.
We remain focused on providing thoughtfully managed products designed to navigate market cycles and create long-term value for our shareholders. We invite you to learn more about the entire suite of U.S. Global ETFs by visiting www.usglobaletfs.com.
About U.S. Global Investors, Inc.
The story of U.S. Global Investors goes back more than 50 years when it began as an investment club. Today, U.S. Global Investors, Inc. (www.usfunds.com) is a registered investment adviser that focuses on niche markets around the world. Headquartered in San Antonio, Texas, the Company provides investment advisory and other services to U.S. Global Investors Funds and U.S. Global ETFs.
https://investorshub.advfn.com/stock-market/NASDAQ/us-global-investors-GROW/stock-news/97527945/u-s-global-investors-advances-smart-beta-2-0-stra
surfer44
6月前
U.S. Global Investors Maintains Monthly Dividends as Airline Revenues Projected to Exceed $1 Trillion for the First Time in 2026, with an Update on Gold and Silver
December 12 2025 - 10:00AM
U.S. Global Investors, Inc. (NASDAQ: GROW) (“the Company”), a registered investment advisory firm[1] with expertise in gold mining stocks and the airline industry, is pleased to announce that it will continue its payment of monthly dividends.
The Company’s Board of Directors (the “Board”) approved payment of the $0.0075 per share per month dividend beginning in January 2026 and continuing through March 2026. The record dates are January 12, February 9 and March 16, and the payment dates will be January 26, February 23 and March 30.
Based on the December 5, 2025, closing price of $2.43, this monthly dividend represents an annualized yield of 3.7%.
A Banner Year for Gold and Silver
U.S. Global Investors is pleased to see how well gold and silver have performed this year, with gold gaining 61% year-to-date through the end of November—the metal’s best annual performance since 1979. Silver, meanwhile, crossed above $60 for the first time ever on Tuesday, December 9, 2025. Investors have been responding to economic uncertainty, particularly involving global trade policy; anticipation of lower interest rates; and ongoing central bank buying.
“Gold has historically been sought by investors as a hedge against economic uncertainty, geopolitical risk and bad government policies, and this year’s rally—the strongest since the Carter administration—is no exception,” says Frank Holmes, the Company’s CEO and Chief Investment Officer. “Silver’s dual purpose as an industrial metal, on top of it being an investment asset, means that it’s also seeing strong demand right now; at the same time, the silver market remains in deficit, with 2025 marking the fifth consecutive year that demand has outpaced supply, according to the Silver Institute.”[2]
Airlines Enter 2026 with Strong Momentum
The Company is also optimistic about the global airline industry, which is entering 2026 on solid financial footing as travel demand reaches historic highs. The Transportation Security Administration (TSA) screened a record 3.13 million passengers in a single day during the 2025 Thanksgiving travel period,[3] reflecting strong consumer demand even in the face of economic challenges. The International Air Transport Association (IATA) expects total airline revenues to exceed $1 trillion for the first time ever in 2026, supported by high load factors, expanding international traffic and resilient premium travel.[4]
According to the IATA, the airline industry has staged a remarkable recovery in the five years since the pandemic. After posting a historic $138 billion net loss in 2020, airlines have steadily improved earnings each year, with net profits projected to reach approximately $40 billion this year and $41 billion in 2026, and margins stabilizing near 4%.
“We believe airlines look well-positioned as we move into 2026,” comments Mr. Holmes. “The industry has continued to demonstrate great resilience, supported by strong demand, a rising global middle class and a shift toward spending on experiences.”
For investors seeking targeted exposure to the global aviation ecosystem, the U.S. Global Jets ETF (NYSE: JETS) offers a rules-based, Smart Beta 2.0 approach to identifying the most efficient carriers around the globe. JETS tracks airline operators, aircraft manufacturers, airports and related services, ranking companies on fundamental factors such as passenger load factor, gross margin and sales yield.
We invite investors to learn more at www.usglobaletfs.com.
About U.S. Global Investors, Inc.
The story of U.S. Global Investors goes back more than 50 years when it began as an investment club. Today, U.S. Global Investors, Inc. (www.usfunds.com) is a registered investment adviser that focuses on niche markets around the world. Headquartered in San Antonio, Texas, the Company provides investment advisory and other services to U.S. Global Investors Funds and U.S. Global ETFs.
https://investorshub.advfn.com/stock-market/NASDAQ/us-global-investors-GROW/stock-news/97431931/u-s-global-investors-maintains-monthly-dividends
Natureboy1
6年前
U.S. Global Investors Announces Record Inflows into Its Airlines ETF, the U.S. Global Jets ETF (JETS)
Source: GlobeNewswire Inc.
U.S. Global Investors, Inc. (NASDAQ: GROW) (the “Company”) is pleased to announce significant inflows into its U.S. Global Jets ETF (JETS), with assets under management (AUM) jumping more than $250 million in the first quarter of 2020, from $52 million at the end of 2019 to $302 million as of March 31. Total AUM in the Company complex rose approximately 20 percent for the quarter.
JETS reached another exciting new milestone recently. Daily trading volume for the airlines ETF crossed above 5 million shares for the first time ever on March 25. This represents a substantial increase from the same time a year earlier, when daily volume was approximately 11,700 shares. As of April 2, the average 30-day trading volume for JETS was 2 million.
Airlines Critical to the U.S. and Global Economy
As most equity share prices have dropped, deep-value investors and hedge funds have sought discounted exposure to airlines, an industry that most consider essential in today’s interconnected world. Some 2 million passengers flew every day in and out of U.S. airports in 2019, according to the Federal Aviation Administration (FAA). The industry also employs approximately 10 million U.S. workers, either directly or indirectly.
The industry has historically been affected by external event like oil crises, terrorist attacks and currently the coronavirus, but we believe it will be among the first to rebound once the economy recovers following the COVID-19 crisis.
Domestic carriers are now flying only approximately 200,000 passengers per days, or 90 percent fewer people than before. Politicians know that the industry is critical in turning around the U.S. economy. That’s why, on March 27, Congress approved and President Donald Trump signed into law a $2.2 trillion stimulus package with $58 billion in earmarked liquidity for coronavirus-hit domestic airlines. The assistance is split evenly between loans and payroll grants.
JETS is currently the only pure-play airline industry investment product on the market. It is a smart-beta, rules-based ETF that provides access to not only global carriers, but also airport operators and aircraft manufacturers.
While the ETF closed at $12.66 per share on April 2, down more than 60 percent from its 52-week high on January 17 of this year, the airlines ETF has attracted record fund flows contrary to what most investors might think. These inflows appear to be by contrarian deep-value investors that are betting that the current depressed airline industry values will rebound following the coronavirus crisis. As 18th century British nobleman and banker Baron Rothschild is credited with saying: “The time to buy is when there’s blood in the streets.”
Air Travel Has Been Resilient to Economic Shocks, Volatile in the Short Term
Air travel has proved to be remarkably resilient to external shocks over the decades, whether they be oil crises, wars, terrorist attacks or pandemics. In the short term, the industry is expected to be volatile.
Such events may have temporarily halted the increase in the number of passengers that take to the skies every year, but once the crisis was behind us, growth tended to resume. In 2018, the most recent year of data, the number of people who traveled at least once by plane hit an incredible 4.3 billion. We expect this number to continue to grow—perhaps not in the near term, but in the years to come. That’s especially the case as the size of the global middle class continues to expand.
Please consider carefully a fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a statutory and summary prospectus by visiting www.usglobaletfs.com. Read it carefully before investing.
Past performance does not guarantee future results.
Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the fund. Brokerage commissions will reduce returns. Because the fund concentrates its investments in specific industries, the fund may be subject to greater risks and fluctuations than a portfolio representing a broader range of industries. The fund is non-diversified, meaning it may concentrate more of its assets in a smaller number of issuers than a diversified fund. The fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater for investments in emerging markets. The fund may invest in the securities of smaller-capitalization companies, which may be more volatile than funds that invest in larger, more established companies. The performance of the fund may diverge from that of the index. Because the fund may employ a representative sampling strategy and may also invest in securities that are not included in the index, the fund may experience tracking error to a greater extent than a fund that seeks to replicate an index. The fund is not actively managed and may be affected by a general decline in market segments related to the index. Airline companies may be adversely affected by a downturn in economic conditions that can result in decreased demand for air travel and may also be significantly affected by changes in fuel prices, labor relations and insurance costs.
Smart beta refers to a type of exchange-traded fund (ETF) that uses a rules-based system for selecting investments to be included in the fund portfolio.
Distributed by Quasar Distributors, LLC. U.S. Global Investors is the investment adviser to JETS.
All opinions expressed and data provided are subject to change without notice. Opinions are not guaranteed and should not be considered investment advice.
Contact:Joseph GuyerU.S. Global Investors, Inc.jguyer@usfunds.com210.308.1221
Attachment
air-travel-proved-resilient-external-shocks-03192020
Joseph Guyer
U.S. Global Investors, Inc.
210.308.1221
jguyer@usfunds.com
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