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

EP Wealth Advisors’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	$20.6M	Buy	347,123 +163,649	+89%	+$9.19M	0.08%	176
2026 Q1	$9.08M	Buy	183,474 +1,976	+1%	+$102K	0.04%	230
2025 Q4	$9.6M	Buy	+181,498	New	+$9.58M	0.05%	207
2025 Q2	$8.13M	Buy	163,147 +1,495	+0.9%	+$68.7K	0.05%	209
2025 Q1	$7.21M	Buy	161,652 +4,013	+3%	+$193K	0.06%	184
2024 Q4	$7.73M	Buy	157,639 +1,621	+1%	+$79.1K	0.06%	171
2024 Q3	$7.48M	Buy	+156,018	New	+$7.29M	0.06%	180

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

EP Wealth Advisors's GPIQ Position: Q2 2026 in Review

EP Wealth Advisors increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 89% in Q2 2026, buying an estimated $9.19M and bringing the position to 347,123 shares worth $20.6M. The position accounts for 0.08% of the portfolio, ranked #176.

EP Wealth Advisors first reported a position in GPIQ in Q3 2024 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

EP Wealth Advisors held 347,123 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $20.6M as of Q2 2026.
EP Wealth Advisors bought 163,649 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q2 2026, an estimated $9.19M.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.08% of EP Wealth Advisors's portfolio in Q2 2026, its #176 holding.
EP Wealth Advisors first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
297 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.