iShares Gold Trust vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? iShares Gold Trust trades at $78.71 (market cap $61.51B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $452.09 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 33.7× iShares Gold Trust's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while iShares Gold Trust pays none. Which is the better fit depends on your goals — on Pluang, investors hold iShares Gold Trust for 49 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| IAU | TSM | |
|---|---|---|
Market Cap | $61.51B | $2.07T |
Volume | 3,206,729 | 13,244,224 |
Sector | Commodities - Metals/Agriculture | Technology |
52-Week High | $101.57 | $485.80 |
52-Week Low | $74.21 | $275.06 |
Typical Hold Time | 49 Days | 110 Days |
Enterprise Value | — | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
IAU is trading at $78.60, up 2.0% over the past 24 hours, but technical indicators signal a bearish trend with moving averages and ADX pointing lower. The stock faces resistance near $78-$79, with support at $76-$77. Recent news highlights sensitivity to interest rate expectations and Treasury yields, with gold's performance influencing sentiment. Financial ratios are currently unavailable for analysis.
The outlook remains cautious due to bearish technicals and macroeconomic pressures from rising yields. Investment opportunities may arise if the stock holds key support levels amid potential Fed policy shifts, but risks include further downside if rate-hike fears persist or economic data weakens gold's appeal.
TSM trades at $472.20, down 2.09% today, but maintains strong technical momentum with bullish moving averages and support at $470. The company demonstrates exceptional fundamentals with 44.6% net margins and consistent earnings beats, including Q2 2026 EPS of $4.22 beating estimates by 10.8%. Revenue growth accelerated to $3.81T in 2025, up 31.6% year-over-year, driven by AI chip demand and technological leadership.
Outlook remains positive with 72% analyst buy ratings and $578.43 consensus target implying 22.5% upside. Key risks include geopolitical tensions in Taiwan and cyclical semiconductor demand. The stock presents a compelling growth opportunity given its dominant foundry position and expanding AI infrastructure investments.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →