U.S. Global Investors shines with innovative investment strategies
Last updated: 16:01 25 Jun 2025 EDT, First published: 12:50 26 Mar 2024 EDT
Snapshot
- U.S. Global Investors maintains monthly dividends, expands Bitcoin holdings
- U.S. Global Investors debuts WAR ETF: Fund targeting tech & aerospace amid record military spending
About the company
U.S. Global Investors is an innovative investment manager with vast experience in global markets and specialized sectors. The company offers thematic, niche products in sectors such as gold and precious metals, luxury goods, global resources and the global travel industry. The company trades under the ticker symbol GROW on the Nasdaq Exchange. Frank Holmes currently serves as the company’s CEO and chief investment officer. Over 100,000 subscribers follow Mr. Holmes’ commentary in the award-winning Investor Alert newsletter and Frank Talk CEO blog.
How it is doing
U.S. Global Investors (NASDAQ:GROW) announced hat it will continue its monthly dividend payments through the third quarter of 2025.
The company’s board of directors approved dividends of $0.0075 per share for each of the months of July, August, and September.
Based on the company’s closing price of $2.41 on June 16, the dividend represents an annualized yield of approximately 3.73%.
Additionally, U.S. Global Investors said it continues to increase its exposure to Bitcoin and related digital assets.
U.S. Global Investors (NASDAQ:GROW) CEO Frank Holmes joined Proactive to discuss the company’s data-driven approach behind its Go Gold ETF, now trading on the Colombian Securities Exchange.
Holmes explained that the ETF is built on over ten years of data collection, recalibrated quarterly to focus on gold mining companies with the strongest growth in revenue and cash flow per share.
In a world increasingly defined by geopolitical uncertainty and technological rivalry, President Donald Trump’s recent diplomatic tour through the Persian Gulf may prove to be a watershed moment for global defense and tech markets. Frank Holmes, CEO of U.S. Global Investors (NASDAQ:GROW), unpacks how the trip’s eye-popping economic agreements—spanning arms, aviation, and AI—signal a new era of strategic investment. From record-breaking arms deals to sovereign AI infrastructure powered by U.S. semiconductors, Holmes argues these developments represent more than diplomacy—they’re a roadmap to the industries poised to lead in a rearming world.
President Donald Trump’s first overseas trip since returning to the White House turned a lot of heads across the aerospace & defense and semiconductor industries last week. Over the course of just a few days, he visited three key Persian Gulf states—Saudi Arabia, Qatar and the United Arab Emirates (UAE)—where a cascade of economic agreements potentially totaling in the trillions of dollars was unveiled.
What management says
U.S. Global Investors (NASDAQ:GROW) CEO Frank Holmes joined Steve Darling from Proactive to announce the launch of the company’s first actively managed exchange-traded fund , the U.S. Global Technology and Aerospace & Defence ETF, trading under the symbol "WAR" on the New York Stock Exchange. This launch marks a significant milestone, building on the success of the company’s flagship U.S. Global Jets ETF, which has exceeded $1 billion in assets under management.
The WAR ETF aims to capitalize on the increasing global demand for advanced defence and protection technologies, providing investors with exposure to sectors such as semiconductors, artificial intelligence, data centers, cybersecurity, aerospace, and electronic warfare. Designed to address modern challenges and geopolitical risks, the WAR ETF applies a smart beta 2.0 investment strategy that integrates quantitative and fundamental analysis to identify opportunities for long-term growth while mitigating risk.
Holmes highlighted the growing urgency for defense-related investments, citing that global military expenditures reached a record-breaking $2.4 trillion in 2023, following nine consecutive years of growth. He emphasized that this trend is particularly evident in Europe, where EU member states collectively plan to spend €326 billion on aerospace and defence this year—an unprecedented 1.9% of the bloc's GDP. With its innovative approach and focus on high-growth industries, the WAR ETF seeks to offer investors diversified exposure to the critical technologies shaping the future of global defense and security.