GPWM
GPIX icon

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

Grant Private 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
Q2 		$400K Sell
7,195
-246
-3% -$13.3K 0.17% 111
2026
Q1 		$372K Buy
7,441
+300
+4% +$15.6K 0.2% 103
2025
Q4 		$377K Buy
+7,141
New +$374K 0.23% 92

Other funds holding GPIX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Grant Private Wealth Management's GPIX Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 3.3% in Q2 2026, selling an estimated $13.3K and leaving 7,195 shares worth $400K. The position accounts for 0.17% of the portfolio, ranked #111.

Grant Private Wealth Management first reported a position in GPIX in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

  • Grant Private Wealth Management held 7,195 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $400K as of Q2 2026.
  • Grant Private Wealth Management sold 246 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $13.3K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.17% of Grant Private Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Grant Private Wealth Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 54 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 Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.