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 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 $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Forum Financial Management's GPIQ Position: Q1 2026 in Review

Forum Financial Management sold out of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) in Q1 2026, closing a stake of 3,897 shares — an estimated $206K sold.

Forum Financial Management first reported a position in GPIQ in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 241 funds tracked by Wall St. Rank hold GPIQ as of Q1 2026.

Forum Financial Management reported no remaining Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 3,897 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q1 2026, an estimated $206K.
Forum Financial Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q3 2025 and held it in 2 quarters.
Forum Financial Management's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $206K in Q4 2025.
241 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.