Beacon Financial Advisory’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Beacon Financial Advisory’s Portfolio GPIQ Stock Details GPIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.58M	Buy	31,970 +2,019	+7%	+$105K	0.36%	61
2025 Q4	$1.58M	Buy	29,951 +10,853	+57%	+$573K	0.37%	62
2025 Q3	$1M	Buy	19,098 +6,224	+48%	+$316K	0.23%	111
2025 Q2	$641K	Buy	12,874 +6,935	+117%	+$319K	0.17%	159
2025 Q1	$265K	Buy	+5,939	New	+$286K	0.08%	263

Other funds holding GPIQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Financial Advisory's GPIQ Position: Q1 2026 in Review

Beacon Financial Advisory increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 6.7% in Q1 2026, buying an estimated $105K and bringing the position to 31,970 shares worth $1.58M. The position accounts for 0.36% of the portfolio, ranked #61.

Beacon Financial Advisory first reported a position in GPIQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q4 2025. 241 funds tracked by Wall St. Rank hold GPIQ as of Q1 2026.

Beacon Financial Advisory held 31,970 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $1.58M as of Q1 2026.
Beacon Financial Advisory bought 2,019 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q1 2026, an estimated $105K.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.36% of Beacon Financial Advisory's portfolio in Q1 2026, its #61 holding.
Beacon Financial Advisory first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
Beacon Financial Advisory's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $1.58M in Q4 2025.
241 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.