ducovest

IAU:NYE-iShares Gold Trust (USD)

ETF | Commodities Precious Metals |

Last Closing

USD 49.52

Change

0.00 (0.00)%

Market Cap

USD 30.51B

Volume

5.58M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The Trust seeks to reflect such performance before payment of the Trust"s expenses and liabilities. It is not actively managed. The Trust does not engage in any activities designed to obtain a profit from, or to ameliorate losses caused by, changes in the price of gold. The advisor intends to constitute a simple and cost-effective means of making an investment similar to an investment in gold. An investment in physical gold requires expensive and sometimes complicated arrangements in connection with the assay, transportation, warehousing and insurance of the metal.

Company Website : http://www.ishares.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Commodities Precious Metals

Symbol Name Price(Change) Market Cap
GLDM SPDR Gold MiniShares

N/A

 USD 8.96B
SGOL abrdn Physical Gold Shares ETF

N/A

 USD 3.59B
SIVR abrdn Physical Silver Shares E..

N/A

 USD 1.46B
GLTR abrdn Physical Precious Metals..

N/A

 USD 1.06B
PPLT abrdn Physical Platinum Shares..

N/A

 USD 0.99B
BAR GraniteShares Gold Trust

N/A

 USD 0.86B
PALL abrdn Physical Palladium Share..

N/A

 USD 0.30B
GOAU U.S. Global GO GOLD and Precio..

N/A

 USD 0.10B
PLTM GraniteShares Platinum Trust

N/A

 USD 0.04B
DBP Invesco DB Precious Metals Fun..

N/A

 N/A

ETFs Containing IAU

EFFE 0.00 % 0.69 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Commodities Precious Metals) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.88% 57% F 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.88% 57% F 87% B+
Trailing 12 Months  
Capital Gain 35.82% 71% C- 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 35.82% 71% C- 82% B
Trailing 5 Years  
Capital Gain 69.71% 86% B+ 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 69.71% 86% B+ 75% C
Average Annual (5 Year Horizon)  
Capital Gain 6.64% 63% D 61% D-
Dividend Return 6.64% 56% F 53% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 13.02% 81% B- 70% C-
Risk Adjusted Return 51.03% 75% C 68% D+
Market Capitalization 30.51B 100% F 93% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.