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iShares Gold Trust

IAU
ETF · Currency in USD
ISIN
US4642851053
CUSIP
464285105
Issuer
iShares
Inception Date
Jan 28, 2005
Category
Precious Metals
Expense Ratio
0.25%
Index Tracked
Gold Bullion
ETF Home Page
www.ishares.com
Asset Class
Commodity

IAUPrice Chart


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IAUPerformance

The chart shows the growth of $10,000 invested in iShares Gold Trust on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,538 for a total return of roughly 55.38%. All prices are adjusted for splits and dividends.


IAU (iShares Gold Trust)
Benchmark (S&P 500)

IAUReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M1.07%
6M0.44%
YTD-5.82%
1Y-7.05%
5Y6.94%
10Y0.57%

IAUMonthly Returns Heatmap


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IAUSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Gold Trust Sharpe ratio is -0.05. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


IAU (iShares Gold Trust)
Benchmark (S&P 500)

IAUDividends


iShares Gold Trust doesn't pay dividends

IAUDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IAU (iShares Gold Trust)
Benchmark (S&P 500)

IAUWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Gold Trust. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Gold Trust is 51.75%, recorded on Sep 29, 2021. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.75%May 6, 2021102Sep 29, 2021
-45.14%Aug 23, 20111077Dec 2, 20151169Jul 27, 20202246
-18.72%Aug 7, 2020162Mar 30, 202125May 5, 2021187
-8.03%Dec 7, 201036Jan 27, 201122Mar 1, 201158
-7.87%Jan 12, 201019Feb 8, 201042Apr 9, 201061
-7.5%Jun 21, 201026Jul 27, 201034Sep 14, 201060
-5.83%May 2, 20114May 5, 201146Jul 12, 201150
-5.29%Nov 9, 20107Nov 17, 201011Dec 3, 201018
-5.06%May 13, 20107May 21, 201010Jun 7, 201017
-4%Oct 15, 20109Oct 27, 20106Nov 4, 201015

IAUVolatility Chart

Current iShares Gold Trust volatility is 14.40%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IAU (iShares Gold Trust)
Benchmark (S&P 500)

IAUAlternatives


SymbolInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. Yield
AAAUJul 26, 20180.18%-5.76%14.05%0.00%Compare IAU and AAAU
GDXMay 22, 20060.53%-8.41%-4.54%0.58%Compare IAU and GDX
GLDNov 18, 20040.40%-5.94%0.41%0.00%Compare IAU and GLD
GLDMJun 25, 20180.18%-5.81%11.06%0.00%Compare IAU and GLDM
SGOLSep 9, 20090.17%-5.80%0.49%0.00%Compare IAU and SGOL

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