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Bonds & Commodities

IAU

iShares Gold Trust

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iShares Gold Trust (IAU) is an exchange-traded fund that provides investors with exposure to bonds, gold, and other commodities. It carries an expense ratio of 0.25%. The portfolio holds 1 securities.

Category

Bonds & Commodities

Dividend Yield

0%

Expense Ratio

0.25%

Holdings

1

Dividend History

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Top Holdings

1Physical Gold

Key Features

  • Gold investing
  • Inflation hedge
  • Safe-haven asset
  • Low cost

Advantages

  • Lower expense ratio than GLD
  • Inflation defense
  • Portfolio diversification
  • Long-term value preservation

Risks

  • No interest income
  • Storage costs
  • Disadvantaged during dollar strength
  • Short-term volatility

Rebalancing Strategy

Allocate 5-10% of portfolio to gold; alternative to GLD

IAU Investment Analysis

IAU (iShares Gold Trust) is a Bonds & Commodities ETF comprising 1 holdings. It has an expense ratio of 0.25% and a dividend yield of 0%. It has a reasonable expense ratio.

This ETF focuses on capital growth rather than dividend income.

IAU can play an important role in your portfolio. Due to its concentrated nature, consider combining it with other ETFs for diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator