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 Q2	$2.17M	Buy	36,579 +4,609	+14%	+$259K	0.43%	49
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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Beacon Financial Advisory's GPIQ Position: Q2 2026 in Review

Beacon Financial Advisory increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 14% in Q2 2026, buying an estimated $259K and bringing the position to 36,579 shares worth $2.17M. The position accounts for 0.43% of the portfolio, ranked #49.

Beacon Financial Advisory first reported a position in GPIQ in Q1 2025 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

Beacon Financial Advisory held 36,579 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $2.17M as of Q2 2026.
Beacon Financial Advisory bought 4,609 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q2 2026, an estimated $259K.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.43% of Beacon Financial Advisory's portfolio in Q2 2026, its #49 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 6 quarters since.
296 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.