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

GK 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	$18.3K	Buy	+447	New	+$19.3K	0.01%	681
2026 Q1	–	Sell	-4,124	Closed	-$203K	–	119
2025 Q4	$203K	Sell	4,124 -141	-3%	-$7.36K	0.13%	181
2025 Q3	$217K	Sell	4,265 -105	-2%	-$5.49K	0.16%	161
2025 Q2	$238K	Buy	+4,370	New	+$230K	0.21%	124
2025 Q1	–	Sell	-4,045	Closed	-$206K	–	157
2024 Q4	$206K	Buy	+4,045	New	+$215K	0.26%	119

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

PCFFS

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

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

GK Wealth Management opened a new position in iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2026: 447 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in INDY as recently as Q4 2025.

GK Wealth Management first reported a position in INDY in Q4 2024 and has held it in 5 quarters since. The position peaked at $238K in Q2 2025. 11 funds tracked by Wall St. Rank hold INDY as of Q3 2026.

GK Wealth Management held 447 shares of iShares S&P India Nifty 50 Index Fund worth $18.3K as of Q3 2026.
iShares S&P India Nifty 50 Index Fund was a new GK Wealth Management position in Q3 2026.
iShares S&P India Nifty 50 Index Fund made up 0.01% of GK Wealth Management's portfolio in Q3 2026, its #681 holding.
GK Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2024 and has held it in 5 quarters since.
GK Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $238K in Q2 2025.
11 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2026.

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