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Upturn AI SWOT - About
iShares® Gold Trust Micro (IAUM)
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Upturn Advisory Summary
04/22/2025: IAUM (5-star) is a STRONG-BUY. BUY since 66 days. Profits (24.34%). 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 37.18% | 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) 2412036 | Beta 0.32 | 52 Weeks Range 22.73 - 34.37 | Updated Date 04/23/2025 |
52 Weeks Range 22.73 - 34.37 | Updated Date 04/23/2025 |
Upturn AI SWOT
iShares® Gold Trust Micro
ETF Overview
Overview
iSharesu00ae Gold Trust Micro (IAUM) provides investors with access to physical gold, offering a convenient and cost-effective way to invest in the precious metal. It targets the gold commodity sector with asset allocation focused entirely on gold bullion, aiming to reflect the price of gold before expenses and liabilities. The investment strategy involves holding gold bullion in secure vaults.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is a well-established and reputable asset management firm known for its wide range of investment products and sound risk management practices.
Management Expertise
BlackRock has a team of experienced professionals managing its iShares ETFs, possessing extensive knowledge in commodity investments and ETF operations.
Investment Objective
Goal
The investment objective is to reflect the performance of the price of gold, less the expenses of the Trust's operations.
Investment Approach and Strategy
Strategy: The fund seeks to reflect the price of gold by holding physical gold bullion.
Composition The ETF holds physical gold bullion in vaults.
Market Position
Market Share: IAUM holds a moderate market share within the gold ETF market.
Total Net Assets (AUM): 6114000000
Competitors
Key Competitors
- SPDRu00ae Gold Shares (GLD)
- iSharesu00ae Gold Trust (IAU)
- Invesco DB Gold Fund (DGL)
Competitive Landscape
The gold ETF market is competitive, with GLD and IAU holding significant market share. IAUM's advantage lies in its lower expense ratio, making it attractive to cost-conscious investors. However, it has lower AUM and trading volume compared to GLD and IAU, potentially affecting liquidity. IAUM's smaller size can lead to higher tracking error versus the spot price of gold compared to larger funds.
Financial Performance
Historical Performance: Historical performance data needs to be sourced directly from financial data providers.
Benchmark Comparison: Benchmark comparison data needs to be sourced directly from financial data providers.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
IAUM exhibits a moderately healthy average trading volume, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for IAUM is generally tight, suggesting reasonable trading costs.
Market Dynamics
Market Environment Factors
IAUM's performance is influenced by factors such as interest rates, inflation expectations, geopolitical events, and currency fluctuations affecting gold prices.
Growth Trajectory
IAUM's growth trajectory mirrors the demand for gold as an investment asset, with potential changes in holdings reflecting gold price fluctuations.
Moat and Competitive Advantages
Competitive Edge
IAUM's competitive edge lies in its micro share structure, offering smaller investment increments compared to other larger gold ETFs, making it accessible to investors with smaller portfolios. Its low expense ratio also provides a cost advantage, although this is balanced against its lower liquidity and smaller AUM. The Trust's sole focus on gold bullion simplifies its investment strategy and makes its performance directly tied to the movement of gold prices. BlackRock's brand reputation also provides comfort to investors seeking a trustworthy and reliable gold investment vehicle.
Risk Analysis
Volatility
IAUM's volatility is directly related to the volatility of gold prices.
Market Risk
The primary market risk is the fluctuation of gold prices, influenced by macroeconomic factors and investor sentiment.
Investor Profile
Ideal Investor Profile
IAUM is suited for investors seeking exposure to gold as a hedge against inflation, currency devaluation, or economic uncertainty.
Market Risk
IAUM is suitable for both long-term investors looking for diversification and active traders seeking to capitalize on short-term gold price movements.
Summary
iSharesu00ae Gold Trust Micro (IAUM) is a cost-effective way for investors to gain exposure to gold. Its low expense ratio and micro share structure make it accessible to smaller investors. However, its liquidity and AUM are lower than larger competitors. IAUM's performance is directly tied to gold prices, making it susceptible to market volatility and macroeconomic factors, rendering it suitable for risk-aware investors and should only be used as part of a diversified portfolio.
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Sources and Disclaimers
Data Sources:
- iShares official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market data is subject to change.
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 Micro
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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. Although the Shares are not the exact equivalent of an investment in gold, they provide investors with an alternative that allows a level of participation in the gold market through the securities market.
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