Samalin Investment Counsel’s US Global Investors GROW Stock Holding History

Samalin Investment Counsel’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	$37.5K	Sell	12,006 -537	-4%	-$1.46K	0.01%	332
2026 Q1	$31.1K	Sell	12,543 -3,837	-23%	-$11.5K	0.01%	318
2025 Q4	$39.5K	Sell	16,380 -17,030	-51%	-$42.4K	0.01%	312
2025 Q3	$91.9K	Buy	+33,410	New	+$82.7K	0.03%	320
2025 Q2	–	Sell	-32,373	Closed	-$73.2K	–	305
2025 Q1	$73.2K	Buy	32,373 +15,673	+94%	+$37.4K	0.03%	315
2024 Q4	$40.7K	Buy	+16,700	New	+$40.9K	0.02%	290

Other funds holding GROW

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

SCA

SMH Capital Advisors Fort Worth, Texas $25.5M AUM 4.53% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.99% 1-Year Est. Return

Samalin Investment Counsel's GROW Position: Q2 2026 in Review

Samalin Investment Counsel reduced its US Global Investors (GROW) stake by 4.3% in Q2 2026, selling an estimated $1.46K and leaving 12,006 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #332.

Samalin Investment Counsel first reported a position in GROW in Q4 2024 and has held it in 6 quarters since. The position peaked at $91.9K in Q3 2025. 9 funds tracked by Wall St. Rank hold GROW as of Q2 2026.

Samalin Investment Counsel held 12,006 shares of US Global Investors worth $37.5K as of Q2 2026.
Samalin Investment Counsel sold 537 US Global Investors shares in Q2 2026, an estimated $1.46K.
US Global Investors made up 0.01% of Samalin Investment Counsel's portfolio in Q2 2026, its #332 holding.
Samalin Investment Counsel first reported a position in US Global Investors in Q4 2024 and has held it in 6 quarters since.
Samalin Investment Counsel's US Global Investors position peaked at $91.9K in Q3 2025.
9 funds tracked by Wall St. Rank held US Global Investors as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.