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

Herold 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
Q3 		$980K Sell
16,895
-331
-2% -$18.8K 0.19% 121
2026
Q2 		$1.02M Buy
17,226
+2,410
+16% +$135K 0.2% 119
2026
Q1 		$733K Buy
14,816
+3,937
+36% +$204K 0.16% 136
2025
Q4 		$575K Buy
+10,879
New +$574K 0.13% 157

Other funds holding GPIQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
American National Bank & Trust
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Mayfair Advisory Group
Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return

Herold Advisors's GPIQ Position: Q3 2026 in Review

Herold Advisors reduced its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 1.9% in Q3 2026, selling an estimated $18.8K and leaving 16,895 shares worth $980K. The position accounts for 0.19% of the portfolio, ranked #121.

Herold Advisors first reported a position in GPIQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q2 2026. 62 funds tracked by Wall St. Rank hold GPIQ as of Q3 2026.

  • Herold Advisors held 16,895 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $980K as of Q3 2026.
  • Herold Advisors sold 331 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q3 2026, an estimated $18.8K.
  • Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.19% of Herold Advisors's portfolio in Q3 2026, its #121 holding.
  • Herold Advisors first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Herold Advisors's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $1.02M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.