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Upturn AI SWOT - About
iShares® Gold Trust Micro (IAUM)
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Upturn Advisory Summary
07/09/2025: IAUM (5-star) is a REGULAR-BUY. BUY since 119 days. Profits (22.16%). 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 37.92% | Avg. Invested days 79 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.33 | 52 Weeks Range 23.15 - 34.37 | Updated Date 06/29/2025 |
52 Weeks Range 23.15 - 34.37 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares® Gold Trust Micro
ETF Overview
Overview
iSharesu00ae Gold Trust Micro (IAUM) provides exposure to the day-to-day movement of the price of gold bullion. It offers a cost-effective way to invest in gold compared to physical gold ownership, suitable for investors looking to diversify their portfolio with precious metals.
Reputation and Reliability
BlackRock is a globally recognized and reputable asset manager with a long track record of managing ETFs effectively.
Management Expertise
BlackRock has extensive expertise in managing commodity-related investment products and has a dedicated team managing gold ETFs.
Investment Objective
Goal
IAUM seeks to reflect generally the performance of the price of gold.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of the price of gold, less the Trustu2019s expenses.
Composition The ETF holds physical gold bullion.
Market Position
Market Share: IAUM has a moderate market share within the gold ETF sector.
Total Net Assets (AUM): 608700000
Competitors
Key Competitors
- GLD
- IAU
- BAR
- OUNZ
Competitive Landscape
The gold ETF market is dominated by GLD and IAU, offering high liquidity and large AUM. IAUM has a lower expense ratio than GLD, making it an attractive option for cost-conscious investors, but it has lower liquidity compared to GLD and IAU. BAR offers even lower expense ratio, while OUNZ offers exposure to gold in various currencies, providing more diversification. IAUM may benefit investors seeking lower expense ratio than the top 2 players.
Financial Performance
Historical Performance: Historical performance varies with gold prices. Provide data to plot a performance chart over time.
Benchmark Comparison: Performance closely tracks the price of gold bullion, so benchmark is the spot price of gold.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
IAUM has a moderate average daily trading volume, indicating decent liquidity.
Bid-Ask Spread
The bid-ask spread is typically low, indicating efficient trading.
Market Dynamics
Market Environment Factors
Gold prices are influenced by interest rates, inflation, currency fluctuations, and geopolitical events.
Growth Trajectory
Growth depends on gold demand, investor sentiment, and global economic conditions; Blackrock has been adjusting holdings of gold based on market conditions.
Moat and Competitive Advantages
Competitive Edge
IAUM's primary competitive advantage is its low expense ratio compared to larger gold ETFs like GLD. This appeals to cost-sensitive investors who are willing to accept slightly lower liquidity. Blackrock's brand reputation also contributes to investor confidence. It offers a micro share which makes accessibility to gold very easy. This is achieved without compromising on security.
Risk Analysis
Volatility
IAUM's volatility directly correlates to gold price volatility; gold can be a volatile asset.
Market Risk
The main risk is market risk due to fluctuations in gold prices. Economic downturns and geopolitical instability may significantly influence gold prices.
Investor Profile
Ideal Investor Profile
Investors seeking to diversify their portfolio with gold as a hedge against inflation and economic uncertainty are the most suitable candidates.
Market Risk
IAUM is appropriate for both long-term investors seeking diversification and active traders looking to capitalize on short-term gold price movements.
Summary
iShares Gold Trust Micro (IAUM) offers cost-effective exposure to gold bullion prices. IAUM has lower expense ratio which is a competitive advantage compared to its larger competitors. It is suitable for both long-term investors seeking diversification and active traders capitalizing on gold price movements. The primary risk remains the market risk associated with gold price volatility. Blackrock's reputation and management expertise give investor confidence.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- 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. Investment decisions should be based on individual circumstances 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 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.
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.