Castle Rock Wealth Management’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Castle Rock Wealth Management’s Portfolio GPIX Stock Details GPIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.86M	Buy	68,310 +3,199	+5%	+$178K	0.73%	31
2026 Q2	$3.59M	Buy	65,111 +1,566	+2%	+$84.9K	0.7%	35
2026 Q1	$3.18M	Sell	63,545 -17,467	-22%	-$911K	0.69%	37
2025 Q4	$4.25M	Buy	81,012 +38,394	+90%	+$2.01M	0.92%	22
2025 Q3	$2.22M	Buy	42,618 +12,836	+43%	+$652K	0.49%	58
2025 Q2	$1.5M	Buy	29,782 +4,446	+18%	+$208K	0.35%	81
2025 Q1	$1.17M	Sell	25,336 -1,337	-5%	-$65.5K	0.32%	84
2024 Q4	$1.35M	Buy	26,673 +8,413	+46%	+$418K	0.32%	88
2024 Q3	$887K	Buy	+18,260	New	+$869K	0.21%	119

Other funds holding GPIX

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

FFA

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

MWM

Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Castle Rock Wealth Management's GPIX Position: Q3 2026 in Review

Castle Rock Wealth Management increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 4.9% in Q3 2026, buying an estimated $178K and bringing the position to 68,310 shares worth $3.86M. The position accounts for 0.73% of the portfolio, ranked #31.

Castle Rock Wealth Management first reported a position in GPIX in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.25M in Q4 2025. 19 funds tracked by Wall St. Rank hold GPIX as of Q3 2026.

Castle Rock Wealth Management held 68,310 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $3.86M as of Q3 2026.
Castle Rock Wealth Management bought 3,199 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q3 2026, an estimated $178K.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.73% of Castle Rock Wealth Management's portfolio in Q3 2026, its #31 holding.
Castle Rock Wealth Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q3 2024 and has held it in 9 quarters since.
Castle Rock Wealth Management's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $4.25M in Q4 2025.
19 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q3 2026.

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