(IAUM) iShares Gold Trust Micro - Ratings and Ratios
Gold, Etf, Shares, Trust, Investment
Description: IAUM iShares Gold Trust Micro November 08, 2025
The iShares® Gold Trust Micro (IAUM) is a U.S.-listed ETF designed to give investors low-cost exposure to the price movements of physical gold without the logistical complexities of owning the metal directly, such as assay, transport, storage, and insurance.
Key metrics (as of 2024-10): expense ratio ≈ 0.18 % (significantly lower than many actively managed commodity funds), total assets under management ≈ $1.2 billion, and a daily creation/redemption mechanism that helps keep the ETF’s net asset value tightly aligned with spot gold prices.
Primary economic drivers for IAUM’s performance are real-interest-rate trends (gold’s inverse correlation with yields), U.S. dollar strength, and global central-bank balance-sheet policies; a 100-basis-point rise in the 10-year Treasury yield historically depresses gold by roughly 4–5 %.
Sector-level considerations include mining supply constraints (e.g., labor disputes in major producers like South Africa) and demand spikes from emerging-market jewelry consumption, which can create short-term price premiums above spot.
For a deeper, data-driven analysis of IAUM’s risk-adjusted return profile and how it fits within a diversified portfolio, you may find the free tools on ValueRay worth exploring.
IAUM ETF Overview
| Market Cap in USD | 5,514m |
| Category | Commodities Focused |
| TER | 0.09% |
| IPO / Inception | 2021-06-15 |
IAUM ETF Ratings
| Growth Rating | 96.6% |
| Fundamental | - |
| Dividend Rating | - |
| Return 12m vs S&P 500 | 29.8% |
| Analyst Rating | - |
IAUM Dividends
Currently no dividends paidIAUM Growth Ratios
| Growth Correlation 3m | 91.5% |
| Growth Correlation 12m | 96% |
| Growth Correlation 5y | 91.6% |
| CAGR 5y | 31.55% |
| CAGR/Max DD 3y (Calmar Ratio) | 2.82 |
| CAGR/Mean DD 3y (Pain Ratio) | 11.47 |
| Sharpe Ratio 12m | 2.60 |
| Alpha | 35.47 |
| Beta | 0.460 |
| Volatility | 20.93% |
| Current Volume | 2529.7k |
| Average Volume 20d | 4401.1k |
| Stop Loss | 38.7 (-3.1%) |
| Signal | -0.32 |
What is the price of IAUM shares?
Over the past week, the price has changed by +0.08%, over one month by +0.58%, over three months by +17.79% and over the past year by +48.02%.
Is iShares Gold Trust Micro a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IAUM is around 46.63 USD . This means that IAUM is currently undervalued and has a potential upside of +16.81% (Margin of Safety).
Is IAUM a buy, sell or hold?
What are the forecasts/targets for the IAUM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 51.6 | 29.3% |
IAUM Fundamental Data Overview October 27, 2025
Beta = 0.46
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 5.51b USD (5.51b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 5.51b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 5.51b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 7.71% (E(5.51b)/V(5.51b) * Re(7.71%) + (debt-free company))
Discount Rate = 7.71% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for IAUM ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle