Beta Wealth Group’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Beta Wealth Group’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	$1.95M	Sell	32,893 -7,102	-18%	-$399K	0.73%	30
2026 Q1	$1.98M	Sell	39,995 -2,354	-6%	-$122K	0.82%	29
2025 Q4	$2.24M	Buy	42,349 +3,190	+8%	+$168K	0.9%	28
2025 Q3	$2.05M	Buy	+39,159	New	+$1.99M	0.81%	29

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

Beta Wealth Group's GPIQ Position: Q2 2026 in Review

Beta Wealth Group reduced its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 18% in Q2 2026, selling an estimated $399K and leaving 32,893 shares worth $1.95M. The position accounts for 0.73% of the portfolio, ranked #30.

Beta Wealth Group first reported a position in GPIQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.24M in Q4 2025. 296 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

Beta Wealth Group held 32,893 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $1.95M as of Q2 2026.
Beta Wealth Group sold 7,102 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q2 2026, an estimated $399K.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.73% of Beta Wealth Group's portfolio in Q2 2026, its #30 holding.
Beta Wealth Group first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
Beta Wealth Group's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $2.24M in Q4 2025.
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 Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.