U S GLOBAL INVESTORS INC SCZM — SANTACRUZ SILVER

Ownership history in U S GLOBAL INVESTORS INC  ·  3 quarters on record

AI Ownership Summary

U S GLOBAL INVESTORS INC reported SANTACRUZ SILVER (SCZM) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.79% in 2026 Q1. The latest visible filing shows SCZM at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCZM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was U S GLOBAL INVESTORS INC's position in SANTACRUZ SILVER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SCZM was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How U S GLOBAL INVESTORS INC held SCZM — position size vs. price
% of Fund (quarterly)    SCZM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 350,000 — 0% 0.31% $3.1M 2026-10-22 $7.13
2026 Q2 REDUCED 55.2% +39.0% ❌ 350,000 -431,754 -55.2% 0.22% $2.3M 2026-07-27 $6.31
2026 Q1 INITIATED — — — 781,754 — — 0.79% $6.8M 2026-05-01 $8.16

FAQ About U S GLOBAL INVESTORS INC and SCZM

These are the practical questions this page is built to answer before you even open the full history table.

How long has U S GLOBAL INVESTORS INC reported owning SCZM?

U S GLOBAL INVESTORS INC reported SCZM across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported SCZM position in U S GLOBAL INVESTORS INC's portfolio?

The largest reported portfolio weight for SCZM was 0.79% in 2026 Q1.

What is the latest reported SCZM position on this page?

The most recent filing on this page is 2026 Q3, when U S GLOBAL INVESTORS INC reported 350,000 shares, equal to 0.31% of portfolio, with an estimated market value of $3.1M.

What does the chart on this SCZM ownership page compare?

The chart compares U S GLOBAL INVESTORS INC's quarterly SCZM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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