IAUiShares Gold Trust

Beat inflation21y track recordRanked #6 of 114 in this goal

The Trust seeks to reflect generally the performance of the price of gold.

By iShares · Launched 2005

Annual Cost

0.25%

#1,230 of 5,562 · low cost

Fund Size

$69.9B

#47 of 5,562 · large

Return (1Y)Goal

+24.3%

Track Record

21 years

#214 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,239+22.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Commodity

Focus

Gold

Index tracked

LBMA Gold Price

What it actually holds

By weight

Asset allocation

Other

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

27.3%High

Year-on-year price swings

Max drawdown

-24.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.19Strong risk-adjusted returns

Sortino (3Y)

1.67Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: The Trust seeks to reflect generally the performance of the price of gold.
Strategy: Invests primarily in gold held by a custodian to reflect the performance of gold prices before expenses. Designed to provide a cost-effective means of investing in gold.
Inception date: January 21, 2005
Fund family: iShares