iShares Gold Trust (IAU)
iShares Gold Trust (IAU) is a passive exchange-traded fund (ETF) managed by BlackRock's iShares division. The fund aims to track the performance of the price of gold bullion, which is a physical asset and a store of value. IAU was first launched on January 28th, 2005. The fund holds gold bullion in London vaults, and the price of the fund's shares is based on the current market price of gold bullion. The expense ratio of IAU is 0.25%. The fund might be suitable for investors looking to gain exposure to the price of gold as a hedge against inflation and economic uncertainty.
ETF Info
US4642851053
464285105
Jan 28, 2005
1x
Gold Bullion
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Gold Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Gold Trust had a return of 23.93% year-to-date (YTD) and 28.99% in the last 12 months. Over the past 10 years, iShares Gold Trust had an annualized return of 7.69%, while the S&P 500 had an annualized return of 11.11%, indicating that iShares Gold Trust did not perform as well as the benchmark.
IAU
23.93%
-4.27%
5.87%
28.99%
11.62%
7.69%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of IAU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.38% | 0.42% | 8.69% | 3.07% | 1.59% | -0.14% | 5.39% | 2.12% | 5.12% | 4.31% | 23.93% | ||
| 2023 | 5.78% | -5.38% | 7.94% | 0.91% | -1.35% | -2.18% | 2.23% | -1.21% | -4.79% | 7.43% | 2.53% | 1.27% | 12.84% |
| 2022 | -1.69% | 6.11% | 1.43% | -2.14% | -3.25% | -1.61% | -2.51% | -2.96% | -2.87% | -1.74% | 8.46% | 2.95% | -0.63% |
| 2021 | -3.20% | -6.32% | -1.10% | 3.63% | 7.60% | -6.92% | 2.52% | -0.09% | -3.24% | 1.56% | -0.74% | 3.36% | -3.88% |
| 2020 | 4.62% | -0.66% | 0.00% | 6.90% | 2.61% | 2.97% | 11.01% | -0.48% | -4.16% | -0.56% | -5.25% | 7.09% | 25.40% |
| 2019 | 2.85% | -0.47% | -1.59% | -0.73% | 1.79% | 7.91% | 0.15% | 7.69% | -3.16% | 2.55% | -3.32% | 3.72% | 17.98% |
| 2018 | 3.28% | -2.01% | 0.55% | -0.86% | -1.27% | -3.53% | -2.33% | -2.04% | -0.61% | 2.10% | 0.34% | 4.95% | -1.76% |
| 2017 | 5.32% | 3.17% | -0.25% | 1.67% | -0.08% | -2.13% | 2.35% | 4.09% | -3.22% | -0.81% | 0.33% | 2.12% | 12.91% |
| 2016 | 5.38% | 11.22% | -0.92% | 5.05% | -6.09% | 8.87% | 2.04% | -3.23% | 0.71% | -2.92% | -8.36% | -1.86% | 8.31% |
| 2015 | 8.65% | -5.79% | -2.22% | -0.09% | 0.61% | -1.48% | -6.70% | 3.78% | -1.82% | 2.23% | -6.71% | -0.49% | -10.58% |
| 2014 | 3.34% | 6.46% | -3.19% | 0.48% | -2.96% | 6.18% | -3.57% | 0.32% | -6.10% | -2.99% | -0.53% | 1.33% | -2.05% |
| 2013 | -0.49% | -5.12% | 0.98% | -7.54% | -6.20% | -10.92% | 7.26% | 5.21% | -4.73% | -0.35% | -5.57% | -3.71% | -28.25% |
Expense Ratio
IAU has an expense ratio of 0.25%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IAU is 70, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Gold Trust (IAU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Gold Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Gold Trust was 45.14%, occurring on Dec 2, 2015. Recovery took 1169 trading sessions.
The current iShares Gold Trust drawdown is 8.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.14% | Aug 23, 2011 | 1077 | Dec 2, 2015 | 1169 | Jul 27, 2020 | 2246 |
| -29.23% | Mar 18, 2008 | 168 | Nov 12, 2008 | 211 | Sep 16, 2009 | 379 |
| -21.99% | May 12, 2006 | 23 | Jun 14, 2006 | 317 | Sep 18, 2007 | 340 |
| -21.63% | Aug 7, 2020 | 538 | Sep 26, 2022 | 315 | Dec 27, 2023 | 853 |
| -12.71% | Dec 3, 2009 | 45 | Feb 8, 2010 | 64 | May 11, 2010 | 109 |
Volatility
Volatility Chart
The current iShares Gold Trust volatility is 5.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.