Carlyle Group Inc vs iShares Gold Trust — how do they compare? Carlyle Group Inc trades at $48.27 (market cap $17.23B), while iShares Gold Trust trades at $82.76. The key difference: Carlyle Group Inc pays a 2.9% dividend while iShares Gold Trust pays none, and iShares Gold Trust is trading nearer its 52-week high, Carlyle Group Inc nearer its low. Which is the better fit depends on your goals.
| CG | IAU | |
|---|---|---|
Market Cap | $17.23B | — |
Sector | Financials | Commodities - Metals/Agriculture |
52-Week High | $69.35 | $101.57 |
52-Week Low | $40.52 | $62.49 |
Dividend Yield | 2.9% | — |
Signals from Pluang's Aura AI — not financial advice
CG trades at $48.14, up 0.71% today, with a bullish technical signal and strong analyst support. Recent Q2 2026 earnings beat estimates, with revenue growth and AUM expansion noted. The stock shows positive momentum near key resistance at $50, supported by institutional buying and strategic partnerships.
Outlook is positive given earnings beats and a $59.14 consensus price target, but risks include volatile cash flows and high P/E of 50.36. Investment appeal hinges on sustained fundraising and execution amid economic uncertainty.
IAU, the iShares Gold Trust ETF, trades at $82.98 with a 0.57% daily gain amid bullish technical signals from moving averages. The ETF benefits from gold's recent momentum as spot gold reached two-month highs above $4,430/oz following cooling CPI data. While oscillators show bearish signals with RSI at overbought levels, institutional interest remains strong with Deane Retirement Strategies increasing its stake by 36.5% in the latest quarter.
Outlook remains positive as gold gains support from inflation dynamics, geopolitical tensions, and central bank buying. Key risks include potential Fed policy shifts and dollar strength. The 0.25% expense ratio makes IAU attractive for conservative investors seeking gold exposure with lower volatility compared to mining stocks.
Trailing returns across standard periods
The Carlyle Group is one of the world's largest alternative-asset managers, with $376.4 billion in total assets under management, including $259.6 billion in fee-earning AUM, at the end of June 2022. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure and natural resources funds (accounting for 41% of fee-earning AUM and 65% of base management fees during 2021), global credit (45% and 24%) and investment solutions (14% and 11%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving close to 2,700 active carry fund investors from 95 countries.
Read more on CG →IAU is a physically backed ETF that seeks to reflect the performance of the price of gold. It provides a convenient and liquid way for investors to include gold in their portfolios as a potential hedge.
Read more on IAU →