Citadel Advisors
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Citadel Advisors’s US Global Investors GROW Stock Holding History

Citadel Advisors’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,100
Closed -$37.4K – 14142
2026
Q1 		$37.4K Buy
+15,100
New +$45.2K ﹤0.01% 12515
2025
Q2 		– Sell
-1,000
Closed -$2.26K – 13489
2025
Q1 		$2.26K Sell
1,000
-8,700
-90% -$20.8K ﹤0.01% 14051
2024
Q4 		$23.7K Sell
9,700
-6,400
-40% -$15.7K ﹤0.01% 13063
2024
Q3 		$41.5K Buy
16,100
+10,100
+168% +$26.2K ﹤0.01% 12107
2024
Q2 		$15.7K Buy
6,000
+800
+15% +$2.14K ﹤0.01% 12823
2024
Q1 		$14.5K Buy
5,200
+3,000
+136% +$8.15K ﹤0.01% 13243
2023
Q4 		$6.2K Sell
2,200
-1,300
-37% -$3.69K ﹤0.01% 13368
2023
Q3 		$9.97K Sell
3,500
-2,300
-40% -$6.97K ﹤0.01% 13102
2023
Q2 		$17.7K Sell
5,800
-1,700
-23% -$4.72K ﹤0.01% 12837
2023
Q1 		$19.8K Sell
7,500
-6,200
-45% -$17.9K ﹤0.01% 13077
2022
Q4 		$39.6K Buy
13,700
+900
+7% +$2.58K ﹤0.01% 12433
2022
Q3 		$37K Sell
12,800
-40,300
-76% -$156K ﹤0.01% 11794
2022
Q2 		$233K Buy
53,100
+2,900
+6% +$14.1K ﹤0.01% 10373
2022
Q1 		$261K Buy
50,200
+22,800
+83% +$119K ﹤0.01% 10907
2021
Q4 		$121K Sell
27,400
-9,700
-26% -$54.4K ﹤0.01% 12510
2021
Q3 		$211K Sell
37,100
-3,700
-9% -$22.1K ﹤0.01% 11880
2021
Q2 		$253K Sell
40,800
-500
-1% -$3.56K ﹤0.01% 11669
2021
Q1 		$288K Buy
41,300
+19,200
+87% +$127K ﹤0.01% 10955
2020
Q4 		$120K Buy
+22,100
New +$75.9K ﹤0.01% 10100
2020
Q3 		– Sell
-12,600
Closed -$24K – 10305
2020
Q2 		$24K Buy
+12,600
New +$22.8K ﹤0.01% 9509
2018
Q3 		– Sell
-17,800
Closed -$29K – 9399
2018
Q2 		$29K Sell
17,800
-1,000
-5% -$2.44K ﹤0.01% 8571
2018
Q1 		$48K Sell
18,800
-9,300
-33% -$32.4K ﹤0.01% 7934
2017
Q4 		$110K Buy
+28,100
New +$95.2K ﹤0.01% 7394
2013
Q4 		– Sell
-4,400
Closed -$13K – 7061
2013
Q3 		$13K Buy
+4,400
New +$12.4K ﹤0.01% 6390

Other funds holding GROW

GCM
Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors's GROW Position: Q2 2026 in Review

Citadel Advisors increased its US Global Investors (GROW) stake by 148% in Q2 2026, buying an estimated $183K and bringing the position to 113,071 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #10742.

Citadel Advisors first reported a position in GROW in Q3 2013 and has held it in 33 quarters since. The position peaked at $539K in Q1 2021. 35 funds tracked by Wall St. Rank hold GROW as of Q2 2026.

  • Citadel Advisors held 113,071 shares of US Global Investors worth $353K as of Q2 2026.
  • Citadel Advisors bought 67,427 US Global Investors shares in Q2 2026, an estimated $183K.
  • US Global Investors made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #10742 holding.
  • Citadel Advisors first reported a position in US Global Investors in Q3 2013 and has held it in 33 quarters since.
  • Citadel Advisors's US Global Investors position peaked at $539K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held US Global Investors as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.