IAU
iShares Gold Trust
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IAU Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 33.45% | 36.60% | 20.07% | 20.41% | 10.12% | 13.11% | 9.51% | 10.20% |
| Sharpe Ratio | 1.12 | 1.15 | 1.21 | 1.04 | 0.72 | 0.78 | 0.61 | 0.54 |
| Max Drawdown | -17.71% | -19.18% | -17.71% | -20.93% | -18.30% | -21.82% | -30.20% | -45.14% |
| % Time Invested | 93.7% | 100.0% | 63.1% | 100.0% | 61.7% | 100.0% | 60.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.2 | 0.0 | 0.8 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-14 | Open | Open | 100% | $90.00 | $85.55 | -4.94% | Mark-to-Market |
| 2026-03-20 | 2026-04-14 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-10-13 | 2026-03-20 | Completed | 100% | $36.12 | $87.69 | 142.77% | Stop |
| 2022-01-03 | 2023-10-13 | Interest | 100% | $1.00 | $1.06 | 6.01% | Interest Income |
| 2021-03-23 | 2022-01-03 | Completed | 100% | $33.02 | $34.38 | 4.12% | Signal |
| 2021-03-01 | 2021-03-23 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-09-16 | 2021-03-01 | Completed | 100% | $28.74 | $33.16 | 15.38% | Stop |
| 2019-06-11 | 2019-09-16 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2019-06-07 | 2019-06-11 | Completed | 100% | $25.72 | $25.36 | -1.40% | Signal |
| 2018-10-09 | 2019-06-07 | Interest | 100% | $1.00 | $1.02 | 1.77% | Interest Income |
| 2018-05-02 | 2018-10-09 | Completed | 100% | $25.08 | $22.76 | -9.25% | Signal |
| 2018-01-04 | 2018-05-02 | Interest | 100% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2017-12-27 | 2018-01-04 | Completed | 100% | $24.68 | $25.28 | 2.43% | Signal |
| 2017-09-26 | 2017-12-27 | Interest | 100% | $1.00 | $1.01 | 0.60% | Interest Income |
| 2017-01-10 | 2017-09-26 | Completed | 100% | $22.82 | $25.00 | 9.55% | Signal |
| 2016-12-15 | 2017-01-10 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2016-09-09 | 2016-12-15 | Completed | 100% | $25.72 | $21.78 | -15.32% | Stop |
| 2014-10-20 | 2016-09-09 | Interest | 100% | $1.00 | $1.04 | 3.83% | Interest Income |
| 2014-10-15 | 2014-10-20 | Completed | 100% | $24.00 | $24.10 | 0.42% | Signal |
| 2014-02-21 | 2014-10-15 | Interest | 100% | $1.00 | $1.02 | 1.67% | Interest Income |
| 2014-02-19 | 2014-02-21 | Completed | 100% | $25.62 | $25.66 | 0.16% | Signal |
| 2013-03-11 | 2014-02-19 | Interest | 100% | $1.00 | $1.02 | 2.35% | Interest Income |
| 2012-01-25 | 2013-03-11 | Completed | 100% | $32.32 | $30.72 | -4.95% | Signal |
| 2011-12-30 | 2012-01-25 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2011-10-19 | 2011-12-30 | Completed | 100% | $32.30 | $30.52 | -5.51% | Stop |
| 2011-09-27 | 2011-10-19 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2009-10-16 | 2011-09-27 | Completed | 100% | $20.57 | $32.38 | 57.44% | Stop |
| 2009-07-31 | 2009-10-16 | Interest | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2008-11-11 | 2009-07-31 | Completed | 100% | $14.52 | $18.39 | 26.64% | Signal |
| 2008-10-20 | 2008-11-11 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-09-04 | 2008-10-20 | Completed | 100% | $15.96 | $15.56 | -2.46% | Stop |
| 2008-08-12 | 2008-09-04 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-05-27 | 2008-08-12 | Completed | 100% | $17.97 | $16.14 | -10.17% | Stop |
| 2008-05-02 | 2008-05-27 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2007-03-01 | 2008-05-02 | Completed | 100% | $13.33 | $16.80 | 26.03% | Stop |
| 2007-02-27 | 2007-03-01 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
