iShares Gold Trust
Provider: iShares
iShares Gold Trust is an investment fund incorporated in the USA. The Fund issues shares representing fractional undivided beneficial interests in its net assets. The assets of the Trust will consist primarily of gold held by the custodian on behalf of the Trust.
| Grade |
B
68.9 of 100
Best fund for this exposure: GLDM SPDR® Gold MiniShares®
Grade A to E: how well this fund holds its exposure, from cost, liquidity, price-to-NAV gap, size, fit and age.
|
| Exposure |
Gold
(9 funds)
Tax-loss partner: IAUM iShares® Gold Trust Micro
(usually a different index: check before using)
|
| Past performance |
3 years
rank 7 of 9
5 years
rank 7 of 9
Past performance against ETFs with the same exposure, 3 and 5 years. Past performance does not predict future returns.
|
| Annualised Return | 10.35% |
| Realised Volatility | 17.31% |
| Downside Volatility | 10.17% |
| Max Drawdown | -42.59% |
| Winning months | 53.44% |
| Sharpe Ratio | 0.6 |
| Sortino Ratio | 1.02 |
| Calmar Ratio | 0.24 |
| Viking Ratio | 0.38 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 12.36% | 8.63% | -11.01% | -1.49% | -1.57% | -11.67% | 0.87% | 9.9% | -6.7% | -6.63% | 2.67% | -7.76% | |
| 2025 | 6.79% | 1.89% | 9.45% | 5.44% | -0.02% | 0.32% | -0.56% | 4.98% | 11.78% | 3.6% | 5.33% | 2.22% | 63.95% |
| 2024 | -1.38% | 0.42% | 8.69% | 3.07% | 1.59% | -0.14% | 5.39% | 2.12% | 5.12% | 4.31% | -3.07% | -1.47% | 26.85% |
| 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 | -3.2% | -6.32% | -1.09% | 3.63% | 7.6% | -7.03% | 2.52% | -0.09% | -3.24% | 1.56% | -0.74% | 3.36% | -4% |
| 2020 | 4.62% | -0.66% | 0% | 6.9% | 2.61% | 2.78% | 11.01% | -0.48% | -4.16% | -0.56% | -5.25% | 6.96% | 25.03% |
| 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% | 2.1% | 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% | -6.7% | 3.78% | -1.82% | 2.23% | -6.72% | -0.49% | -10.58% |
| 2014 | 3.34% | 6.46% | -3.19% | 0.48% | -2.96% | 6.18% | -3.57% | 0.32% | -6.1% | -2.99% | -0.53% | 1.33% | -2.05% |
| 2013 | -0.49% | -5.12% | 0.98% | -7.54% | -6.2% | -10.92% | 7.26% | 5.21% | -4.73% | -0.35% | -5.57% | -3.71% | -28.25% |
| 2012 | 11.49% | -2.94% | -1.27% | -0.25% | -6.28% | 2.3% | 1.03% | 4.83% | 4.79% | -2.95% | -0.48% | -2.4% | 6.89% |
| 2011 | -6.4% | 6% | 1.67% | 8.92% | -1.83% | -2.33% | 8.4% | 12.29% | -11.17% | 5.94% | 1.73% | -10.73% | 9.57% |
| 2010 | -1.26% | 3.24% | -0.39% | 5.86% | 3.01% | 2.36% | -5.01% | 5.71% | 4.75% | 3.75% | 2.11% | 2.51% | 29.46% |
| 2009 | 5.42% | 1.42% | -2.45% | -3.37% | 10.24% | -5.22% | 2.47% | -0.05% | 5.86% | 3.78% | 12.73% | -7.23% | 23.9% |
| 2008 | 10.98% | 5.31% | -5.9% | -4.61% | 1.13% | 4.3% | -1.22% | -9.04% | 4.27% | -16.25% | 12.24% | 7.87% | 5.11% |
| 2007 | 2.53% | 2.61% | -1.07% | 2.08% | -2.4% | -1.8% | 2.33% | 1.1% | 10.5% | 6.75% | -1.41% | 6.4% | 30.36% |
| 2006 | 9.79% | -1.3% | 3.89% | 11.94% | -1.5% | -4.63% | 3.32% | -1.49% | -4.49% | 1.02% | 7.13% | -1.82% | 22.27% |
| 2005 | 3.17% | -1.67% | 1.28% | -4.01% | 4.25% | -1.31% | 1.26% | 7.76% | -0.71% | 5.75% | 5.27% | 22.38% |