Gilpin Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Gilpin Wealth Management’s Portfolio INDY Stock Details INDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.07K	Hold	75	–	–	﹤0.01%	531
2026 Q2	$3.26K	Hold	75	–	–	﹤0.01%	399
2026 Q1	$3.17K	Hold	75	–	–	﹤0.01%	390
2025 Q4	$3.7K	Buy	+75	New	+$3.91K	﹤0.01%	359

Other funds holding INDY

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

BIM

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

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

Gilpin Wealth Management held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q3 2026 at 75 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Gilpin Wealth Management first reported a position in INDY in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.7K in Q4 2025. 12 funds tracked by Wall St. Rank hold INDY as of Q3 2026.

Gilpin Wealth Management held 75 shares of iShares S&P India Nifty 50 Index Fund worth $3.07K as of Q3 2026.
Gilpin Wealth Management left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q3 2026.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #531 holding.
Gilpin Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $3.7K in Q4 2025.
12 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2026.

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