iShares Gold Trust Micro ETF of Benef Interest (IAUM)
IAUM is a passive ETF by iShares tracking the investment results of the LBMA Gold Price PM ($/ozt). IAUM launched on Jun 15, 2021 and has a 0.15% expense ratio.
ETF Info
US46436F1030
46436F103
Jun 15, 2021
1x
LBMA Gold Price PM ($/ozt)
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Gold Trust Micro ETF of Benef Interest, 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 Micro ETF of Benef Interest had a return of 24.08% year-to-date (YTD) and 29.29% in the last 12 months.
IAUM
24.08%
-4.23%
5.93%
29.29%
N/A
N/A
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of IAUM, 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 | -1.46% | 0.49% | 8.68% | 3.07% | 1.66% | -0.13% | 5.34% | 2.13% | 5.17% | 4.38% | 24.08% | ||
| 2023 | 5.77% | -5.35% | 8.01% | 0.91% | -1.31% | -2.19% | 2.24% | -1.17% | -4.80% | 7.37% | 2.62% | 1.33% | 13.12% |
| 2022 | -1.75% | 6.15% | 1.44% | -2.07% | -3.27% | -1.53% | -2.60% | -2.84% | -2.93% | -1.75% | 8.34% | 3.11% | -0.49% |
| 2021 | 2.46% | 0.04% | -3.25% | 1.51% | -0.60% | 3.31% | 3.38% |
Expense Ratio
IAUM has an expense ratio of 0.15%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IAUM 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 Micro ETF of Benef Interest (IAUM) 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 Micro ETF of Benef Interest. 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 Micro ETF of Benef Interest was 20.87%, occurring on Sep 26, 2022. Recovery took 298 trading sessions.
The current iShares Gold Trust Micro ETF of Benef Interest drawdown is 8.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.87% | Mar 9, 2022 | 139 | Sep 26, 2022 | 298 | Dec 1, 2023 | 437 |
| -8.09% | Oct 31, 2024 | 12 | Nov 15, 2024 | — | — | — |
| -5.74% | May 21, 2024 | 13 | Jun 7, 2024 | 25 | Jul 16, 2024 | 38 |
| -5.69% | Jul 30, 2021 | 43 | Sep 29, 2021 | 29 | Nov 9, 2021 | 72 |
| -5.25% | Nov 15, 2021 | 13 | Dec 2, 2021 | 50 | Feb 14, 2022 | 63 |
Volatility
Volatility Chart
The current iShares Gold Trust Micro ETF of Benef Interest volatility is 5.25%, 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.