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iShares® Gold Trust Micro(IAUM)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IAUM
10/02/2026: IAUM (4-star) is a SELL. SELL for 5 days. Simulated Profits (-6.08%). Updated daily EoD!
IAUM provides low-cost, physical exposure to gold bullion, allowing investors to track the metal's performance with minimal expense. Its primary strengths are its cost-efficiency, BlackRock's custodial reputation, and high liquidity. It is best used as a portfolio diversifier or a hedge against systemic risk and inflation. Key risks include the lack of yield and sensitivity to real interest rates. It is most suitable for long-term investors who prioritize low-cost, secure commodity access.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Gold is typically used for wealth preservation rather than aggressive capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders often use gold during market uncertainty; this is a strong fit when the trend is clearly upward. |
| Value investor | Strong fit | Gold serves as a classic value hedge against currency devaluation and systemic economic risks. |
| Dividend/Income investor | Weak fit | The ETF holds a non-yielding commodity and provides no dividend income to investors. |
| Low-risk investor | Medium fit | While gold reduces portfolio volatility compared to equities, its price can still fluctuate significantly over short periods. |
Investor Profile
Ideal Investor Profile
Investors seeking a cost-effective, long-term hedge against inflation or a portfolio diversifier.
Suitability
Best for long-term investors looking to add precious metals to their allocation rather than short-term active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Gold prices can experience sharp fluctuations due to geopolitical and economic news. |
| Market risk | Medium | The value of the ETF is directly tied to the global market price of gold bullion. |
| Concentration | High | The fund is entirely concentrated in a single commodity, lacking the diversification of a multi-asset portfolio. |
| Tracking/expense | Low | The expense ratio is minimal, ensuring that tracking error remains very low. |
| Liquidity | Low | The ETF is highly liquid, allowing for easy entry and exit during market hours. |
| Business/sector quality | Low / none | The fund is a passive trust, not an operating business, eliminating corporate management risk. |
Risk Analysis
Volatility
IAUM exhibits moderate volatility inherent to the gold commodity market, typically lower than equities but higher than cash.
Market Risk
The primary risk is the price of gold itself, which is influenced by macroeconomic factors beyond the fund's control.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Commodity | Physical Gold Bullion | 99.8 | The ETF holds physical gold bars in secure vaults, providing direct exposure to the precious metal's spot price. |
| Cash/collateral | Cash and Cash Equivalents | 0.2 | A small cash balance is maintained to cover ongoing administrative expenses of the trust. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 81.92% | Avg. Invested days 92 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $8.01B |
| Issuer | iShares |
| Expense Ratio | 0.09% |
| Distribution Yield | 0% |
| Inception | Jun 15, 2021 |
Performance
| Period | Total Return |
|---|---|
| YTD | -0.51% |
| 1 Year | +14.51% |
| 3 Year | +30.77% |
| 5 Year | +19.62% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 29.74% |
| 3Y Volatility | 19.49% |
| 3Y Sharpe Ratio | 1.33 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 0.0% |
| Distribution Yield | 0% |
Upturn AI Summary
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.
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