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

Forum Financial Management’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	$231K	Buy	+3,902	New	+$219K	﹤0.01%	306
2026 Q1	–	Sell	-3,897	Closed	-$206K	–	609
2025 Q4	$206K	Buy	3,897 +24	+0.6%	+$1.27K	﹤0.01%	960
2025 Q3	$203K	Buy	+3,873	New	+$196K	﹤0.01%	970

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

Forum Financial Management's GPIQ Position: Q2 2026 in Review

Forum Financial Management opened a new position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) in Q2 2026: 3,902 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #306 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in GPIQ as recently as Q4 2025.

Forum Financial Management first reported a position in GPIQ in Q3 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

Forum Financial Management held 3,902 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $231K as of Q2 2026.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF was a new Forum Financial Management position in Q2 2026.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #306 holding.
Forum Financial Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q3 2025 and has held it in 3 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 Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.