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U.S. Global Investors shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of U.S. Global Investors (GROW) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in U.S. Global Investors

Tip: Access up to 7 years of quarterly data

All positions including U.S. Global Investors held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Global Investors by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $102k 37k 2.75

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding U.S. Global Investors

Gator Capital Management
Vanguard Group
Perritt Capital Management
Kanen Wealth Management
BlackRock
CWA Asset Management
Renaissance Technologies
Geode Capital Management
Susquehanna International
Smh Capital Advisors
Bridgeway Capital Management
Dimensional Fund Advisors
State Street Corporation
Catalyst Capital Advisors
Citadel Advisors

View all funds holding U.S. Global Investors