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Upturn AI SWOT - About
iShares Gold Trust (IAU)
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Upturn Advisory Summary
03/27/2025: IAU (4-star) is a STRONG-BUY. BUY since 49 days. Profits (12.55%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 20.14% | Avg. Invested days 61 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 7110595 | Beta 0.23 | 52 Weeks Range 42.15 - 57.70 | Updated Date 03/28/2025 |
52 Weeks Range 42.15 - 57.70 | Updated Date 03/28/2025 |
Upturn AI SWOT
iShares Gold Trust (IAU)
Profile: iShares Gold Trust is an exchange-traded fund (ETF) that invests in physical gold bullion. It seeks to track the price of gold bullion, minus expenses. IAU does not distribute any dividends.
Objective: The primary investment objective of IAU is to provide investors with a way to track the price and performance of gold bullion.
Issuer:
Reputation and Reliability: iShares is a leading global provider of exchange-traded funds (ETFs) with over $2.8 trillion in assets under management. The company is known for its strong track record, transparency, and innovation.
Management: iShares Gold Trust is managed by BlackRock, a leading global investment management company with over $7.4 trillion in assets under management. BlackRock is known for its experienced and highly qualified investment team.
Market Share: iShares Gold Trust is the largest gold ETF in the world, with a market share of over 30%.
Total Net Assets: IAU has over $56 billion in assets under management.
Moat: IAU benefits from several competitive advantages:
- Dominant Market Position: As the largest gold ETF, IAU enjoys significant economies of scale and liquidity.
- Physical Gold Holdings: IAU's holdings are in physical gold bullion, providing investors with direct exposure to the underlying asset.
- Track Record and Transparency: BlackRock's strong track record and commitment to transparency inspire investor confidence.
Financial Performance:
- 1-Year Return: 18.75%
- 3-Year Return: 34.78%
- 5-Year Return: 75.53%
- 10-Year Return: 194.51%
Benchmark Comparison: IAU has historically outperformed its benchmark, the LBMA Gold Price PM, by a small margin.
Growth Trajectory: Gold prices are expected to continue rising in the coming years due to factors such as inflation concerns and geopolitical uncertainty. This should benefit IAU.
Liquidity:
- Average Daily Trading Volume: over 24 million shares
- Bid-Ask Spread: 0.01%
Market Dynamics: Key factors affecting gold prices include:
- Inflation: High inflation erodes the purchasing power of currencies, making gold more attractive as a store of value.
- Economic Uncertainty: Geopolitical events and economic instability can drive investors towards safe-haven assets like gold.
- Interest Rates: Rising interest rates can make gold less attractive, as it offers no yield.
Competitors:
- SPDR Gold Shares (GLD) - Market Share: 25%
- VanEck Merk Gold Trust (OUNZ) - Market Share: 4%
Expense Ratio: 0.25%
Investment Approach and Strategy:
- Strategy: IAU aims to track the price of gold bullion.
- Composition: IAU holds physical gold bullion in London vaults.
Key Points:
- IAU is the largest and most liquid gold ETF in the world.
- IAU provides direct exposure to the price of gold bullion.
- IAU has a low expense ratio and a strong track record.
Risks:
- Volatility: Gold prices can be volatile due to various factors.
- Market Risk: IAU is subject to the risks associated with the gold market, such as economic and geopolitical events.
- Counterparty Risk: IAU relies on a custodian to store its gold holdings.
Who Should Consider Investing: IAU is suitable for investors seeking to:
- Diversify their portfolios with a gold exposure.
- Hedge against inflation.
- Gain exposure to safe-haven assets during times of uncertainty.
Fundamental Rating Based on AI:
8/10
Evaluation: IAU has strong fundamentals due to its:
- Dominant market position and liquidity
- Direct exposure to physical gold
- Strong track record and transparency
- Low expense ratio
However, there are some risks associated with gold investments, such as volatility and counterparty risk.
Resources and Disclaimers:
BlackRock iShares Gold Trust website: https://www.ishares.com/us/products/239660/ishares-gold-trust
Morningstar Fund Report: https://www.morningstar.com/funds/xnas/iau/quote
Disclaimer: This information is provided for educational purposes only and should not be considered investment advice. Investors should conduct their own research and due diligence before making any investment decisions.
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.
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