iShares Gold Trust IAU
- Expense Ratio (TER) 0.25% · Good — low-cost index fund
- AUM (Fund Size) 60.14B · Large — good liquidity & low tracking error
- Distribution Yield 0.00% · Growth-focused (no yield)
- Long-Term Track Record 3Y avg +27.2%/yr · 5Y avg +17.0%/yr
- Annual Volatility 27.8% · High
- Worst 1-Year Drawdown -26.2% · Significant — prepare for deep dips
- Risk-Adjusted Return Sharpe 0.83 · Fair
Auto-generated from fund data and price history. Not investment advice — verify with the fund issuer's factsheet before investing.
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 +27.24% · 5Y avg +16.99% 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: Bearish (price < SMA50 < SMA200)
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 (~$60.1B) — deep liquidity and tight spreads.
CONS
- Large 1-year drawdown (-26.2%).
* The pros and cons are auto-generated from fund metrics.
Price Chart
🔄 Similar Funds to Compare
This fund is in the Commodities Focused category. Compare with other funds in the same category on the Funds & ETFs page to find the best fit for your strategy.
- Compare expense ratios — lower TER saves money
- Check 1Y/3Y/5Y returns — consistency matters
- Review AUM — larger funds have better liquidity
- Look at holdings overlap — avoid duplication
Top Holdings
Holdings data not available for this fund.
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