iShares Gold Trust IAU
About this Fund
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.
Investment Strategy & Highlights
- Theme: Tracks Gold (lower fee).
- Category: Commodities Focused · managed by iShares.
- Cost: Expense ratio of 0.25% — low for this category.
- Track record: 3Y avg +31.96% · 5Y avg +18.71% per year.
- Trading: Listed on PCX, denominated in USD.
Curated from issuer disclosures, fund factsheets, and public market data. Figures are illustrative and not investment advice.
Key Facts
Performance Returns
Total price return over each window. 3Y/5Y use weekly close history; shorter windows use daily closes.
Risk & Volatility
Volatility = stdev of daily returns × √252. Sharpe-like = annualized mean / annualized vol (rf = 0%). Educational estimates from 1-year price history.
Technical Trend
Signal: Mildly bullish (50/200 in uptrend)
Computed from daily close history. SMA-50 above SMA-200 is the classic “golden cross” trend regime. RSI > 70 overbought · RSI < 30 oversold.
PROS
- Low expense ratio (0.25%).
- Large AUM (~$71.5B) — deep liquidity and tight spreads.
- Attractive risk-adjusted return (Sharpe~1.34).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from fund metrics.
Price Chart
Top Holdings
Holdings data not available for this fund.
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