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Gladstone Institutional Advisory’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Gladstone Institutional Advisory’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
Q2 		$3.63M Buy
65,367
+8,277
+14% +$449K 0.11% 193
2026
Q1 		$2.86M Sell
57,090
-1,194
-2% -$62.2K 0.11% 203
2025
Q4 		$3.08M Sell
58,284
-2,282
-4% -$120K 0.12% 190
2025
Q3 		$3.16M Buy
60,566
+29,136
+93% +$1.48M 0.12% 178
2025
Q2 		$1.57M Buy
31,430
+16,423
+109% +$769K 0.06% 275
2025
Q1 		$699K Buy
15,007
+5,484
+58% +$269K 0.03% 393
2024
Q4 		$471K Buy
+9,523
New +$473K 0.02% 484

Other funds holding GPIX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

Gladstone Institutional Advisory's GPIX Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 14% in Q2 2026, buying an estimated $449K and bringing the position to 65,367 shares worth $3.63M. The position accounts for 0.11% of the portfolio, ranked #193.

Gladstone Institutional Advisory first reported a position in GPIX in Q4 2024 and has held it in 7 quarters since. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

  • Gladstone Institutional Advisory held 65,367 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $3.63M as of Q2 2026.
  • Gladstone Institutional Advisory bought 8,277 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $449K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.11% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #193 holding.
  • Gladstone Institutional Advisory first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 357 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.