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Gilpin Wealth Management’s iShares Asia 50 ETF AIA Stock Holding History

Gilpin Wealth Management’s Portfolio AIA Stock Details AIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$114K Hold
800
– – 0.08% 181
2026
Q2 		$113K Hold
800
– – 0.08% 171
2026
Q1 		$84.9K Hold
800
– – 0.07% 177
2025
Q4 		$78K Buy
+800
New +$77.2K 0.06% 169

Other funds holding AIA

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Gilpin Wealth Management's AIA Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares Asia 50 ETF (AIA) position steady in Q3 2026 at 800 shares worth $114K. The position accounts for 0.08% of the portfolio, ranked #181.

Gilpin Wealth Management first reported a position in AIA in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold AIA as of Q3 2026.

  • Gilpin Wealth Management held 800 shares of iShares Asia 50 ETF worth $114K as of Q3 2026.
  • Gilpin Wealth Management left its iShares Asia 50 ETF share count unchanged in Q3 2026.
  • iShares Asia 50 ETF made up 0.08% of Gilpin Wealth Management's portfolio in Q3 2026, its #181 holding.
  • Gilpin Wealth Management first reported a position in iShares Asia 50 ETF in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.