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Upturn AI SWOT - About
iShares Gold Trust (IAU)
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Upturn Advisory Summary
10/13/2025: IAU (5-star) is a STRONG-BUY. BUY since 186 days. Simulated Profits (51.08%). 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 69.45% | Avg. Invested days 93 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.33 | 52 Weeks Range 43.87 - 65.00 | Updated Date 06/29/2025 |
52 Weeks Range 43.87 - 65.00 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Gold Trust
ETF Overview
Overview
The iShares Gold Trust (IAU) is designed to track the day-to-day movement of the price of gold bullion. It represents fractional, undivided ownership interests in the physical gold held by the Trust.
Reputation and Reliability
BlackRock is a reputable and reliable issuer with a strong track record in the ETF market.
Management Expertise
BlackRock has extensive experience and expertise in managing commodity-based ETFs.
Investment Objective
Goal
To reflect the price of gold before payment of the Trust's expenses and liabilities.
Investment Approach and Strategy
Strategy: Tracks the price of gold bullion.
Composition Primarily holds physical gold bullion.
Market Position
Market Share: The iShares Gold Trust has a significant market share in the gold ETF sector.
Total Net Assets (AUM): 27210000000
Competitors
Key Competitors
- GLD
- BAR
- GDX
- GDXJ
- SGOL
Competitive Landscape
The gold ETF market is competitive, with several large players. IAU has a lower expense ratio than GLD, its main competitor, offering a cost advantage. GLD, however, has significantly higher AUM. Smaller ETFs like BAR provide similar exposure at competitive costs.
Financial Performance
Historical Performance: IAU's performance closely mirrors the price of gold. Past performance is not indicative of future results.
Benchmark Comparison: IAU's performance should closely track the LBMA Gold Price PM.
Expense Ratio: 0.0025
Liquidity
Average Trading Volume
IAU has a high average trading volume, indicating good liquidity.
Bid-Ask Spread
IAU typically has a tight bid-ask spread, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Gold prices are influenced by factors such as inflation, interest rates, currency movements, and geopolitical events.
Growth Trajectory
IAU's growth depends on investor demand for gold exposure as a safe-haven asset or inflation hedge. Strategy and holdings remain consistent, reflecting the underlying physical gold.
Moat and Competitive Advantages
Competitive Edge
IAU's primary competitive advantage is its lower expense ratio compared to some of its larger competitors like GLD, which makes it a cost-effective option for investors seeking exposure to gold. Backed by BlackRock, it benefits from a strong brand reputation and operational efficiency. Its focus on physically-backed gold ensures a direct correlation with the price of gold. While smaller than GLD, IAU's lower cost structure can attract cost-sensitive investors.
Risk Analysis
Volatility
IAU's volatility is directly correlated to the volatility of gold prices.
Market Risk
IAU is subject to market risk associated with fluctuations in gold prices, which can be influenced by various economic and geopolitical factors.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to gold as a hedge against inflation, currency devaluation, or economic uncertainty.
Market Risk
IAU is suitable for both long-term investors and active traders seeking to gain exposure to gold.
Summary
The iShares Gold Trust (IAU) is designed to track the price of gold bullion by physically holding gold. It offers a convenient and cost-effective way for investors to gain exposure to the gold market. Backed by BlackRock, it benefits from a reputable issuer. Its low expense ratio compared to competitors makes it an attractive option for cost-conscious investors. However, investors should be aware of the risks associated with gold price fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your own research and risk tolerance. Past performance is not indicative of future results.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.