← Back to All US Stocks

IAU Stock Analysis 2026 - ISHARES GOLD TRUST AI Rating

IAU NYSE Commodity Contracts Brokers & Dealers NY CIK: 0001278680
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
STRONG SELL
15% Conf
Pending
Analysis scheduled

📊 IAU Key Takeaways

Revenue: $-606.3M
Net Margin: -4,001.6%
Free Cash Flow: $0.0
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $0.00
AI Rating: STRONG SELL with 15% confidence

Is IAU a Good Investment? Thesis Analysis

Claude

Financial data exhibits critical integrity issues with irreconcilable metrics: -$606.3M revenue paired with $24.3B net income suggests data corruption or misalignment. Zero cash equivalents and zero operating cash flow are impossible for an operational asset trust, indicating fundamental reporting defects that prevent reliable analysis.

Why Buy IAU? Key Strengths

Claude
  • + Minimal debt burden with Debt/Equity of 0.00x
  • + Substantial asset base of $6.2B relative to liabilities
  • + Low liability footprint at $1.3M suggests clean balance sheet structure

IAU Investment Risks to Consider

Claude
  • ! Critical data anomaly: negative revenue cannot reconcile with positive $24.3B net income
  • ! Zero cash position for asset trust is structurally impossible and flags data corruption
  • ! Zero operating and free cash flow metrics inconsistent with any functional entity
  • ! Extreme profitability ratios (ROE 465.7%, ROA 390.4%) are mathematically inconsistent with reported margins
  • ! Income statement metrics do not reconcile - fundamental reporting integrity failure

Key Metrics to Watch

Claude
  • * Verify actual cash and gold holdings against balance sheet
  • * Reconcile revenue and net income calculations in original SEC filings
  • * Validate operating cash flow components and source documents

IAU Financial Metrics

Revenue
$-606.3M
Net Income
$24.3B
EPS (Diluted)
$0.00
Free Cash Flow
$0.0
Total Assets
$6.2B
Cash Position
$0.0

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

IAU Profitability Ratios

Gross Margin N/A
Operating Margin 20.5%
Net Margin -4,001.6%
ROE 465.7%
ROA 390.4%
FCF Margin 0.0%

IAU vs Default Sector

How ISHARES GOLD TRUST compares to Default sector averages

Net Margin
IAU -4,001.6%
vs
Sector Avg 12.0%
IAU Sector
ROE
IAU 465.7%
vs
Sector Avg 15.0%
IAU Sector
Current Ratio
IAU 0.0x
vs
Sector Avg 1.8x
IAU Sector
Debt/Equity
IAU 0.0x
vs
Sector Avg 0.7x
IAU Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is IAU Overvalued or Undervalued?

Based on fundamental analysis, ISHARES GOLD TRUST has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
465.7%
Sector avg: 15%
Net Profit Margin
-4,001.6%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

IAU Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
N/A

IAU 5-Year Financial Trend & Growth Analysis

IAU 5-year financial data: Year 2013: Revenue $277.5M, Net Income N/A, EPS N/A. Year 2014: Revenue $161.7M, Net Income N/A, EPS N/A. Year 2015: Revenue -$606.3M, Net Income N/A, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: ISHARES GOLD TRUST's revenue has declined by 319% over the 5-year period, indicating business contraction. The most recent EPS of $4.42 reflects profitable operations.

IAU Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
0.0%
Free cash flow / Revenue

IAU Quarterly Performance

Quarterly financial performance data for ISHARES GOLD TRUST including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2014 $84.4M $51.9M $0.10
Q2 2014 -$839.7M $116.2M $0.21
Q3 2013 $45.2M $39.0M $0.06

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

IAU SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for ISHARES GOLD TRUST (CIK: 0001278680)

📋 Recent SEC Filings

Date Form Document Action
Mar 31, 2026 8-K iau20260328_8k.htm View →
Feb 27, 2026 10-K iau20251231_10k.htm View →
Nov 6, 2025 10-Q iau20250930_10q.htm View →
Aug 5, 2025 10-Q iau20250630_10q.htm View →
May 7, 2025 10-Q iau20250331_10q.htm View →

Frequently Asked Questions about IAU

What is the AI rating for IAU?

ISHARES GOLD TRUST (IAU) has an AI rating of STRONG SELL with 15% confidence, based on fundamental analysis of SEC EDGAR filings.

What are IAU's key strengths?

Claude: Minimal debt burden with Debt/Equity of 0.00x. Substantial asset base of $6.2B relative to liabilities.

What are the risks of investing in IAU?

Claude: Critical data anomaly: negative revenue cannot reconcile with positive $24.3B net income. Zero cash position for asset trust is structurally impossible and flags data corruption.

What is IAU's revenue and growth?

ISHARES GOLD TRUST reported revenue of $-606.3M.

Does IAU pay dividends?

ISHARES GOLD TRUST does not currently pay dividends.

Where can I find IAU SEC filings?

Official SEC filings for ISHARES GOLD TRUST (CIK: 0001278680) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is IAU's EPS?

ISHARES GOLD TRUST has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is IAU a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, ISHARES GOLD TRUST has a STRONG SELL rating with 15% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is IAU stock overvalued or undervalued?

Valuation metrics for IAU: ROE of 465.7% (sector avg: 15%), net margin of -4,001.6% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy IAU stock in 2026?

Our dual AI analysis gives ISHARES GOLD TRUST a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is IAU's free cash flow?

ISHARES GOLD TRUST's operating cash flow is $0.0, with capital expenditures of N/A. FCF margin is 0.0%.

How does IAU compare to other Default stocks?

Vs Default sector averages: Net margin -4,001.6% (avg: 12%), ROE 465.7% (avg: 15%), current ratio N/A (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI