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ISIN
US46436F1030
CUSIP
46436F103
Issuer
iShares
Inception Date
Jun 15, 2021
Leveraged
1x (No leverage)
Index Tracked
LBMA Gold Price PM
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Commodity
Assets Under Management
$6B

Highlights

Avg. Volume (1M)
2M
Avg. Volume Value (1M)
$77.88M

Share Price Chart


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Performance

IAUM Performance Chart

iShares Gold Trust Micro (IAUM) is down 6.1% since the beginning of the year. IAUM is currently trading at $40 per share. Investors who bought $1,000 worth of IAUM shares 5 years ago would now be looking at an investment worth $2,225.


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Benchmark

Compare this symbol against anything

Returns By Period

iShares Gold Trust Micro (IAUM) has returned -6.09% so far this year and 20.58% over the past 12 months.


iShares Gold Trust Micro

1D
-1.46%
1M
-1.68%
6M
-16.73%
YTD
-6.09%
1Y
20.58%
3Y*
27.63%
5Y*
17.35%
10Y*
ALL TIME*
17.70%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IAUM Monthly Returns History

Based on dividend-adjusted daily data since Jun 29, 2021, IAUM's average daily return is +0.07%, while the average monthly return is +1.45%. At this rate, an investment would double in approximately 4.0 years.

Historically, 60% of months were positive and 40% were negative. The best month was Jan 2026 with a return of +12.8%, while the worst month was Jun 2026 at -11.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, IAUM closed higher 53% of trading days. The best single day was Feb 3, 2026 with a return of +6.2%, while the worst single day was Jan 30, 2026 at -9.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202612.77%8.23%-11.00%-1.54%-1.50%-11.66%0.90%-6.09%
20256.84%1.90%9.41%5.42%-0.06%0.46%-0.55%4.97%11.79%3.61%5.36%2.28%64.27%
2024-1.46%0.49%8.68%3.07%1.66%-0.13%5.34%2.13%5.17%4.38%-3.10%-1.43%27.04%
20235.77%-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%
20210.47%2.46%0.04%-3.25%1.51%-0.60%3.31%3.87%

Benchmark Metrics

iShares Gold Trust Micro has an annualized alpha of 17.41%, beta of 0.16, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since June 29, 2021.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (53.52%) than losses (2.20%) - typical of diversified or defensive assets.
  • Beta of 0.16 may look defensive, but with R2 of 0.02 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.02 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
17.41%
Beta
0.16
0.02
Upside Capture
53.52%
Downside Capture
2.20%

Expense Ratio

IAUM has an expense ratio of 0.09%, which is considered low.


Return for Risk

Risk / Return Rank

IAUM ranks 31 for risk / return — above 31% of ETFs peers on PortfoliosLab. Its historical combined result is below the peer median.


IAUM Risk / Return Rank: 3131
Overall Rank
IAUM Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
IAUM Sortino Ratio Rank: 3131
Sortino Ratio Rank
IAUM Omega Ratio Rank: 3636
Omega Ratio Rank
IAUM Calmar Ratio Rank: 2828
Calmar Ratio Rank
IAUM Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for iShares Gold Trust Micro (IAUM) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IAUMBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.58

Sortino ratioReturn per unit of downside risk

-0.79

Omega ratioGain probability vs. loss probability

1.17

1.25

-0.08

Calmar ratioReturn relative to maximum drawdown

0.88

2.00

-1.12

Martin ratioReturn relative to average drawdown

1.90

8.49

-6.59

Dividends

Dividend History


iShares Gold Trust Micro doesn't pay dividends

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Gold Trust Micro. 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 was 26.31%, occurring on Jul 16, 2026. The portfolio has not yet recovered.

The current iShares Gold Trust Micro drawdown is 24.95%.


Drawdown

Fall

Recovery

Underwater

Related event

-26.31%Jul 2026
5mo 17d
6mo 4dJan 2026 - now
-20.87%Sep 2022
6mo 21d1y 2mo
1y 8moMar 2022 - Dec 2023
Bear market2022
-10.05%Nov 2025
14d1mo 18d
2mo 2dOct 2025 - Dec 2025
-8.09%Nov 2024
15d2mo 16d
3mo 1dOct 2024 - Jan 2025
-7.14%May 2025
22d1mo
1mo 22dApr 2025 - Jun 2025
2025 selloff2025

Drawdown Indicators


IAUMBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-26.31%

-56.78%

+30.47%

Max Drawdown (1Y)

Largest decline over 1 year

-26.31%

-9.10%

-17.21%

Max Drawdown (3Y)

Largest decline over 3 years

-26.31%

-18.90%

-7.41%

Max Drawdown (5Y)

Largest decline over 5 years

-26.31%

-25.43%

-0.88%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-24.95%

-1.58%

-23.37%

Average Drawdown

Average peak-to-trough decline

-5.87%

-10.70%

+4.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.14%

2.14%

+10.00%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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Add iShares Gold Trust Micro to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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