Performance analysis of IAUM (iShares Gold Trust Micro)
Annual Return
Over the past 3 years, IAUM has had an average annual return of +27.65%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, IAUM has had an average annual return of +17.64%, outperforming the benchmark SPY, which returned +12.73% annual.
Since Jun 29, 2021, IAUM has had an average annual return of +17.99%, outperforming the benchmark SPY, which returned +13.19% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.30% | +64.28% | +27.04% | +13.13% | -0.50% | +3.87% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.77% | +8.23% | -11.00% | -1.54% | -1.50% | -11.66% | +1.75% | -5.30% | |||||
| 2025 | +6.84% | +1.90% | +9.41% | +5.42% | -0.06% | +0.46% | -0.54% | +4.97% | +11.79% | +3.61% | +5.37% | +2.28% | +64.28% |
| 2024 | -1.45% | +0.49% | +8.68% | +3.07% | +1.67% | -0.13% | +5.34% | +2.13% | +5.17% | +4.38% | -3.10% | -1.43% | +27.04% |
| 2023 | +5.77% | -5.34% | +8% | +0.92% | -1.31% | -2.19% | +2.24% | -1.17% | -4.80% | +7.37% | +2.62% | +1.33% | +13.13% |
| 2022 | -1.75% | +6.14% | +1.44% | -2.07% | -3.27% | -1.53% | -2.60% | -2.84% | -2.93% | -1.75% | +8.35% | +3.11% | -0.50% |
| 2021 | +0.47% | +2.46% | +0.04% | -3.25% | +1.52% | -0.60% | +3.32% | +3.87% |
Drawdown analysis of IAUM (iShares Gold Trust Micro)
The maximum drawdown for the IAUM was -26.31%, occurring on Jul 16, 2026. This drawdown has not yet recovered.
The current IAUM drawdown is -24.32%.
Since Jun 29, 2021 IAUM has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.31% | Jan 29, 2026 | 115 | Jul 16, 2026 | Ongoing | Ongoing | Ongoing |
| -20.87% | Mar 8, 2022 | 139 | Sep 26, 2022 | 298 | Dec 1, 2023 | 437 |
| -10.05% | Oct 20, 2025 | 11 | Nov 4, 2025 | 33 | Dec 22, 2025 | 44 |
| -8.09% | Oct 30, 2024 | 12 | Nov 15, 2024 | 49 | Jan 30, 2025 | 61 |
| -7.15% | Apr 21, 2025 | 17 | May 14, 2025 | 21 | Jun 13, 2025 | 38 |
| -5.74% | May 20, 2024 | 13 | Jun 7, 2024 | 25 | Jul 16, 2024 | 38 |
| -5.68% | Jul 29, 2021 | 43 | Sep 29, 2021 | 29 | Nov 9, 2021 | 72 |
| -5.25% | Nov 12, 2021 | 13 | Dec 2, 2021 | 50 | Feb 14, 2022 | 63 |
| -4.87% | Mar 31, 2025 | 5 | Apr 7, 2025 | 3 | Apr 10, 2025 | 8 |
| -4.85% | Dec 26, 2025 | 3 | Dec 31, 2025 | 7 | Jan 12, 2026 | 10 |
| -4.79% | Jun 13, 2025 | 31 | Jul 30, 2025 | 22 | Aug 29, 2025 | 53 |
| -4.41% | Dec 1, 2023 | 7 | Dec 12, 2023 | 10 | Dec 27, 2023 | 17 |
| -4.38% | Jul 16, 2024 | 7 | Jul 25, 2024 | 12 | Aug 12, 2024 | 19 |
| -4.23% | Apr 16, 2024 | 10 | Apr 30, 2024 | 13 | May 17, 2024 | 23 |
| -4.15% | Dec 27, 2023 | 33 | Feb 14, 2024 | 11 | Mar 1, 2024 | 44 |
| -3.23% | Feb 24, 2025 | 4 | Feb 28, 2025 | 9 | Mar 13, 2025 | 13 |
| -2.40% | Sep 26, 2024 | 9 | Oct 9, 2024 | 5 | Oct 16, 2024 | 14 |
| -1.89% | Oct 16, 2025 | 1 | Oct 17, 2025 | 1 | Oct 20, 2025 | 2 |
| -1.81% | Oct 8, 2025 | 1 | Oct 9, 2025 | 2 | Oct 13, 2025 | 3 |
| -1.65% | Jul 15, 2021 | 7 | Jul 26, 2021 | 3 | Jul 29, 2021 | 10 |
| -1.47% | Feb 13, 2025 | 1 | Feb 14, 2025 | 1 | Feb 18, 2025 | 2 |
| -1.41% | Mar 19, 2025 | 3 | Mar 24, 2025 | 3 | Mar 27, 2025 | 6 |
| -1.40% | Aug 20, 2024 | 2 | Aug 22, 2024 | 2 | Aug 26, 2024 | 4 |
| -1.39% | Aug 27, 2024 | 4 | Sep 3, 2024 | 7 | Sep 12, 2024 | 11 |
| -1.28% | Sep 13, 2024 | 3 | Sep 18, 2024 | 1 | Sep 19, 2024 | 4 |