$IAU

iShares Gold Trust

$IAU

iShares Gold Trust

Past 12mo:3mentions3voices

All voices3 mentions since Feb 2026calls only

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About this stock

$IAU has been mentioned by three distinct FinTwit voices over the past 12 months, with the first mention appearing on 2026-02-04 and the most recent on 2026-03-03. The mentions span discussions of gold as a safe-haven asset and its relative valuation against other precious metals and treasury bonds. @datatrekmb initiated discussion on 2026-02-04 analyzing the gold/silver ratio at 58x relative to its long-run average. @jasonl_capital referenced $IAU on 2026-02-23 as part of a broader safe-haven asset class alongside $GLD and $SLV in a geopolitical risk scenario. @alphaticaio's most recent analysis on 2026-03-03 examined the $GLD/$TLT spread ratio at 5.47x, describing it as a regime change rather than a cyclical pattern.

AI-generated from tracked posts · updated Jun 13, 2026

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Recent mentions

3 mentions

@alphaticaioMar 3, 2026 · 2:29 AM

GLD / TLT SPREAD | Alphatica Research Gold is worth 5.47x treasuries right now. That ratio has never been this high. 2,512 trading days. 10 years of data. The GLD/TLT ratio sat between 0.85 and 2.5 from 2016 to 2022. Now it's at 5.47 with a z-score of +1.81σ. This isn't a cycle. This is a regime change. Both are supposed to be safe havens. The market is choosing gold. Overwhelmingly. Here's what the data says about what happens next. When GLD is elevated (+1σ, where we are now): 10-day forward: +0.865% 20-day forward: +1.753% Win rate: 56.2% Sample: 722 events When GLD is overextended (+2σ): 10-day forward: +0.551% 20-day forward: +1.253% Win rate: 54.8% Sample: 367 events Even when gold is stretched against bonds, it keeps outperforming. The spread doesn't snap back. It grinds higher. Momentum, not mean reversion. But look at the most recent 2σ events. Jan 28: +3.67σ → 10D return: -5.9%, 20D return: -6.3% Jan 29: +3.45σ → 10D return: -10.6%, 20D return: -5.9% When the z-score pushed above 3σ in late January, the ratio DID snap back hard. That was the extreme. It pulled back from 3.67σ to where we sit now at 1.81σ. The excess was corrected. That correction is actually the setup. We went from overextended to elevated. From "due for a pullback" to "historically keeps grinding higher." The reset already happened. The bigger picture: the market is telling you it wants safety but doesn't trust US government debt to provide it. Gold over bonds is a de-dollarization trade, an inflation trade, and a sovereign risk trade — all in one ratio. Central banks buying gold at 55-year highs. China's reserves at $375B all-time high. Iran conflict driving safe haven demand. And the market keeps choosing gold over treasuries. This ratio isn't mean-reverting. It's trending. And the stats say that trend has more room to run. $GLD $TLT $GDX $IAU

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@jasonl_capitalFeb 23, 2026 · 1:05 PM

If we go to war with Iran, these are the stocks you will want to keep an eye on: Defense primes: $LMT, $RTX, $NOC, $GD, $LHX, $HWM Drones and autonomous systems: $ONDS, $AVAV, $KTOS, $RCAT Oil and shipping: $USO, $CVX, $FRO, $DHT, $INSW Safe havens: $GLD, $IAU, $SLV Defense ETFs: $SHLD, $ITA, $PPA, $XAR Having a plan before the chaos starts is the whole edge.

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@datatrekmbFeb 4, 2026 · 8:31 PM

2/2 ...The gold/silver ratio is 58x now, in line with the long run average of 61.5x. Silver is no longer undervalued relative to gold. $GLD $IAU $SLV

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Frequently asked

Who mentions $IAU most on Surfaced?

@alphaticaio (Alphatica) mentions $IAU most — 1 mention in the past 12 months.

When was $IAU first mentioned on Surfaced?

The earliest tracked mention of $IAU in the Surfaced archive was on Feb 4, 2026.

How many voices track $IAU?

3 FinTwit voices have mentioned $IAU 3 times in the past 12 months.

What kind of voices mention $IAU most?

$IAU is mentioned most by Long Research voices on Surfaced.

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