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Upturn AI SWOT - About
iShares Gold Trust (IAU)
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Upturn Advisory Summary
07/11/2025: IAU (5-star) is a REGULAR-BUY. BUY since 121 days. Profits (23.51%). 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 38.53% | Avg. Invested days 80 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.33 | 52 Weeks Range 43.87 - 65.00 | Updated Date 06/29/2025 |
52 Weeks Range 43.87 - 65.00 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Gold Trust
ETF Overview
Overview
The iShares Gold Trust (IAU) is designed to track the price of gold. It represents fractional, undivided beneficial ownership interests in the gold held by the Trust. The Trust provides investors with a convenient and cost-effective way to invest in gold without taking physical possession.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers with a strong reputation and track record.
Management Expertise
BlackRock has extensive experience in managing commodity-linked ETFs, leveraging its expertise in asset allocation and risk management.
Investment Objective
Goal
To reflect the price of gold.
Investment Approach and Strategy
Strategy: Tracks the price of gold bullion.
Composition Primarily holds physical gold bullion.
Market Position
Market Share: IAU holds a significant market share in the gold ETF sector.
Total Net Assets (AUM): 26970000000
Competitors
Key Competitors
- GLD
- BAR
- IAU
- GDX
Competitive Landscape
The gold ETF market is dominated by a few large players. IAU benefits from BlackRock's brand recognition and distribution network. GLD has the most assets, but IAU has a lower expense ratio. IAU provides a more cost-efficient way to access gold exposure. GDX is a gold miners ETF.
Financial Performance
Historical Performance: Historical performance can vary depending on gold price fluctuations.
Benchmark Comparison: The ETF's performance closely tracks the spot price of gold.
Expense Ratio: 0.025
Liquidity
Average Trading Volume
IAU exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
IAU typically has a narrow bid-ask spread due to its high trading volume.
Market Dynamics
Market Environment Factors
Economic uncertainty, inflation, interest rates, and geopolitical events can influence gold prices.
Growth Trajectory
Growth is tied to the overall demand for gold as a safe haven asset and inflationary hedge; ETF strategy and holdings have remained consistent.
Moat and Competitive Advantages
Competitive Edge
IAU's competitive advantage lies in its low expense ratio compared to some of its larger competitors, making it an attractive option for cost-conscious investors. The backing of BlackRock lends further credibility. The fund offers a liquid and accessible avenue to gold exposure. IAU may have a competitive edge as a lower cost alternative to gold exposure, especially as economic uncertainity increases.
Risk Analysis
Volatility
Gold prices can be volatile, which translates to volatility in the ETF's price.
Market Risk
The ETF is subject to the risks associated with fluctuations in the price of gold, influenced by macroeconomic factors and investor sentiment.
Investor Profile
Ideal Investor Profile
Investors seeking to diversify their portfolios with a gold allocation and those looking for a hedge against inflation or economic uncertainty.
Market Risk
Suitable for long-term investors or tactical traders looking to gain exposure to gold.
Summary
The iShares Gold Trust (IAU) is designed to track the price of gold, providing a convenient and cost-effective way for investors to gain exposure to the precious metal. Backed by BlackRock, a leading asset manager, IAU offers high liquidity and a low expense ratio. The ETF is ideal for investors seeking portfolio diversification and protection against inflation or economic uncertainty. However, investors should be aware of the volatility associated with gold prices.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly.
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.
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.