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Upturn AI SWOT - About
iShares Gold Trust (IAU)
Top performer.
Today’s top pick
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Upturn Advisory Summary
04/22/2025: IAU (5-star) is a STRONG-BUY. BUY since 66 days. Profits (24.21%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 32.59% | Avg. Invested days 63 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Volume (30-day avg) 9386843 | Beta 0.32 | 52 Weeks Range 43.05 - 64.98 | Updated Date 04/23/2025 |
52 Weeks Range 43.05 - 64.98 | Updated Date 04/23/2025 |
Upturn AI SWOT
iShares Gold Trust
ETF Overview
Overview
The iShares Gold Trust (IAU) is designed to track the price of gold. It represents fractional, undivided ownership interests in physical gold held in trust. The fund offers investors a relatively cost-effective and convenient way to gain exposure to gold prices without the complexities of buying and storing physical gold.
Reputation and Reliability
BlackRock is a reputable and well-established global asset management firm with a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing commodity-based ETFs, including precious metals.
Investment Objective
Goal
To reflect the price of gold.
Investment Approach and Strategy
Strategy: The ETF seeks to replicate the performance of the price of gold, less the expenses of the Trustu2019s operations.
Composition The ETF holds physical gold bullion.
Market Position
Market Share: IAU holds a significant, but not necessarily dominant, market share in the gold ETF sector.
Total Net Assets (AUM): 26730000000
Competitors
Key Competitors
- GLD
- BAR
- SGOL
Competitive Landscape
The gold ETF market is competitive, with GLD being the dominant player. IAU offers a lower expense ratio than GLD, making it attractive to cost-conscious investors. BAR is another low-cost alternative. SGOL offers gold held in Swiss vaults. IAU's advantage lies in BlackRock's brand and its relatively low expense ratio compared to GLD. IAU's disadvantage is a lower trading volume than GLD.
Financial Performance
Historical Performance: Historical performance mirrors the price of gold. Performance varies with economic conditions and investor sentiment.
Benchmark Comparison: IAU's performance closely tracks the LBMA Gold Price PM.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
IAU's average trading volume is generally high, indicating good liquidity.
Bid-Ask Spread
IAU typically has a narrow bid-ask spread, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic uncertainty, inflation expectations, interest rate policies, and geopolitical events influence gold prices and, therefore, IAU's performance.
Growth Trajectory
Growth depends on investor demand for gold as a safe haven asset and as an inflation hedge. Changes in holdings reflect flows into and out of the ETF.
Moat and Competitive Advantages
Competitive Edge
IAU benefits from BlackRock's strong brand recognition and distribution network. It has a lower expense ratio than the more popular GLD, making it attractive to cost-conscious investors. The ETF's large asset base provides liquidity and stability. The underlying physical gold holdings are securely stored and audited. These factors combine to give IAU a competitive advantage in the gold ETF market.
Risk Analysis
Volatility
IAU's volatility mirrors the volatility of gold prices, which can fluctuate significantly depending on market conditions.
Market Risk
The primary risk is the price of gold decreasing. Factors affecting gold prices include interest rates, inflation, currency fluctuations, and geopolitical events.
Investor Profile
Ideal Investor Profile
Investors seeking to diversify their portfolios, hedge against inflation, or gain exposure to gold as a safe-haven asset are ideal investors for IAU.
Market Risk
IAU is suitable for long-term investors seeking diversification and inflation protection, as well as active traders looking to capitalize on short-term gold price movements.
Summary
The iShares Gold Trust (IAU) provides investors with a cost-effective way to gain exposure to gold prices without the complexities of holding physical gold. The fund tracks the price of gold, less expenses, and is backed by physical gold bullion held in trust. The ETF benefits from BlackRock's strong reputation and relatively low expense ratio. Fluctuations in gold prices, driven by economic factors and investor sentiment, significantly impact IAU's performance. Therefore, IAU serves as a valuable tool for diversification and as an inflation hedge.
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OUNZ
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SGOL
abrdn Physical Gold Shares ETF
SGOL
abrdn Physical Gold Shares ETF
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Gold Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Trust seeks to reflect such performance before payment of the Trust"s expenses and liabilities. It is not actively managed. The Trust does not engage in any activities designed to obtain a profit from, or to ameliorate losses caused by, changes in the price of gold. The advisor intends to constitute a simple and cost-effective means of making an investment similar to an investment in gold. An investment in physical gold requires expensive and sometimes complicated arrangements in connection with the assay, transportation, warehousing and insurance of the metal.
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