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iShares® Gold Trust Micro(IAUM)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IAUM
10/30/2026: IAUM (4-star) is currently NOT-A-BUY. Pass it for now.
iShares Gold Trust Micro (IAUM) provides investors with direct, physically-backed exposure to the price of gold. It stands out for its highly competitive, low-cost structure, making it a favored tool for long-term portfolio diversification. Investors utilize IAUM primarily as a hedge against inflation and a store of value during market instability. While it offers efficiency and issuer reliability, it remains subject to the market risks associated with gold, including sensitivity to interest rates and dollar strength. It is most appropriate for long-term investors looking to minimize fees while maintaining a core position in precious metals.
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 generally seen as a store of value rather than a growth-generating asset. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may use IAUM when gold prices are trending upward due to economic catalysts. |
| Value investor | Strong fit | Gold acts as a hedge against currency debasement and a store of value during market volatility. |
| Dividend/Income investor | Weak fit | IAUM does not pay dividends or generate income, as it holds non-yielding physical gold. |
| Low-risk investor | Mixed fit | While gold reduces equity risk, its price can still be volatile in the short term. |
Investor Profile
Ideal Investor Profile
The ideal investor for IAUM is a long-term oriented individual or advisor seeking a cost-efficient, physical gold hedge within a diversified portfolio.
Suitability
IAUM is best suited for long-term passive investors rather than high-frequency active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The price of gold can fluctuate significantly based on global macroeconomic shifts. |
| Market risk | Medium / high | Gold prices are subject to global supply/demand and economic sentiment changes. |
| Concentration | High | The fund is entirely concentrated in a single commodity (gold), offering no diversification across sectors. |
| Tracking/expense | Low | The fund has a very low expense ratio and high correlation to the spot price. |
| Liquidity | Low | Liquidity is generally robust for standard retail trading volumes. |
| Business/sector quality | Low / none | The fund holds physical assets, removing counterparty risk common in corporate equities. |
Risk Analysis
Volatility
IAUM experiences moderate-to-high volatility consistent with the global gold market.
Market Risk
The fund faces risks related to commodity price fluctuations and currency changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Commodity | Physical Gold Bullion | 99.9 | The fund holds physical gold in a secure vault to provide direct exposure to the metal's price movements. |
| Cash/collateral | Cash and Cash Equivalents | 0.1 | Small cash reserves are maintained for the efficient administration of the trust. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 80.38% | Avg. Invested days 89 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/30/2026 |
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