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Upturn AI SWOT - About
iShares Gold Trust (IAU)
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Upturn Advisory Summary
08/28/2025: IAU (5-star) is a STRONG-BUY. BUY since 155 days. Profits (25.83%). 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 41.13% | Avg. Invested days 86 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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
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 in trust.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, one of the world's largest asset managers with a strong track record in ETF management.
Management Expertise
BlackRock has extensive experience and expertise in managing commodity-linked ETFs, including those holding physical gold.
Investment Objective
Goal
To reflect the price of gold before expenses.
Investment Approach and Strategy
Strategy: The ETF seeks to track the performance of the price of gold. It does not seek to achieve a specific return.
Composition The ETF holds physical gold bullion.
Market Position
Market Share: IAU holds a significant market share in the gold ETF sector.
Total Net Assets (AUM): 27030000000
Competitors
Key Competitors
- GLD
- BAR
- SGOL
Competitive Landscape
The gold ETF market is dominated by GLD. IAU offers a lower expense ratio than GLD, which is an advantage. However, GLD has greater liquidity. BAR and SGOL are smaller competitors with slightly different expense ratios and trading volumes.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Refer to official resources for historical data.
Benchmark Comparison: IAU aims to closely track the spot price of gold, serving as its benchmark.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
IAU's average trading volume is high, indicating good liquidity.
Bid-Ask Spread
IAU's bid-ask spread is generally tight, suggesting lower transaction costs.
Market Dynamics
Market Environment Factors
Economic uncertainty, inflation expectations, interest rate policies, and geopolitical events can significantly affect the price of gold and, consequently, IAU's performance.
Growth Trajectory
IAU's growth trajectory is closely tied to the price of gold, influenced by broader market sentiment and macroeconomic trends. There have been no recent changes to the fundamental strategy.
Moat and Competitive Advantages
Competitive Edge
IAU's competitive advantages include its low expense ratio compared to GLD and BlackRock's strong brand recognition and asset management expertise. The ETF holds physical gold, providing a direct exposure to the commodity's price. It is also one of the most liquid gold ETFs, facilitating trading and reducing transaction costs. These factors make it an attractive option for investors seeking gold exposure with a relatively low cost.
Risk Analysis
Volatility
IAU's volatility is directly correlated with the price volatility of gold.
Market Risk
Market risks include fluctuations in gold prices due to economic factors, currency movements, and changes in investor sentiment.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to gold as a hedge against inflation, currency devaluation, or economic uncertainty.
Market Risk
Suitable for both long-term investors and active traders who want to gain exposure to the price of gold.
Summary
iShares Gold Trust (IAU) offers investors a convenient way to invest in physical gold. It is backed by physical gold bullion and has a low expense ratio. Its performance directly reflects the price movement of gold, making it a useful tool for diversification and hedging. Investors should be aware of the risks associated with gold investments, including price volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and consultation with a financial advisor.
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.