U.S. Global Investors Declares Continued Monthly Dividend Amid Geopolitical Tensions

U.S. Global Investors, Inc. (NASDAQ: GROW), a registered investment advisory firm known for its expertise in gold mining stocks and the airline industry, has announced its decision to continue its monthly dividend payments. This announcement comes at a time of escalating geopolitical tensions, particularly in the Middle East, prompting discussions among investors regarding market volatility and asset allocation.

The Board of Directors has approved a monthly dividend of $0.0075 per share, which will commence in April 2026 and continue through June 2026. The record dates for the dividend payments are set for April 13, May 11, and June 15, with corresponding payment dates of April 27, May 26, and June 29. Based on the closing price of $3.26 on March 11, 2026, this dividend yields an annualized return of 2.76%.

In light of recent coordinated military actions by the U.S. and Israel against Iran, U.S. Global Investors believes it is strategically positioned to navigate the complexities of the current geopolitical landscape. Frank Holmes, CEO and Chief Investment Officer, emphasized that historical patterns indicate that periods of geopolitical instability often lead to increased volatility in energy markets, higher demand for gold as a safe-haven asset, and a surge in global defense spending.

Holmes stated, "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." He underscored gold's historical role as a hedge during uncertain times, alongside the potential for swift reactions in energy markets due to supply disruptions.

U.S. Global Investors offers targeted exposure through various investment vehicles:

This ETF provides exposure to sectors such as aerospace, defense, semiconductors, and cybersecurity, all of which are poised to benefit from increasing global defense budgets. Notably, world military expenditures reached a record high of $2.7 trillion in 2024, marking a 9.4% increase from the previous year.

The firm's gold-focused strategies, including the Smart Beta 2.0 construction of GOAU and its actively managed gold mutual funds, position investors to capitalize on rising precious metal prices during uncertain times. Holmes remarked, "The gold theme remains compelling as top countries appear to be prioritizing national security spending over trade."

This fund focuses on energy producers involved in oil and natural gas exploration and production. Given the historical volatility of energy markets, particularly in relation to Middle Eastern disruptions, the fund aims to provide investors with strategic exposure to these crucial sectors.

Holmes also noted the broader economic context, highlighting that global public debt is anticipated to reach approximately 100% of world GDP by 2028. He articulated a belief that hard assets such as gold and silver will become increasingly valuable in light of these economic pressures.

In closing, Holmes encouraged investors to explore U.S. Global Investors’ resources, including their "Periodic Table of Commodities Returns," which offers insights into commodity performance trends.

With its continued monthly dividend declaration and a strategic focus on sectors poised for growth amid geopolitical tensions, U.S. Global Investors stands ready to navigate the complexities of the investment landscape. The firm’s commitment to providing targeted exposure to gold, energy, and defense technologies reflects its proactive approach in uncertain times, ensuring that investors can take advantage of emerging opportunities while mitigating risks.