Herold Advisors’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Herold Advisors’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 Q3	$1.15M	Buy	20,531 +497	+2%	+$27.7K	0.22%	103
2026 Q2	$1.11M	Buy	20,034 +3,681	+23%	+$200K	0.22%	112
2026 Q1	$818K	Buy	16,353 +2,000	+14%	+$104K	0.18%	123
2025 Q4	$758K	Buy	14,353 +8,158	+132%	+$427K	0.17%	130
2025 Q3	$324K	Buy	6,195 +307	+5%	+$15.6K	0.08%	193
2025 Q2	$293K	Buy	+5,888	New	+$276K	0.06%	240

Other funds holding GPIX

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Herold Advisors's GPIX Position: Q3 2026 in Review

Herold Advisors increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 2.5% in Q3 2026, buying an estimated $27.7K and bringing the position to 20,531 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #103.

Herold Advisors first reported a position in GPIX in Q2 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold GPIX as of Q3 2026.

Herold Advisors held 20,531 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $1.15M as of Q3 2026.
Herold Advisors bought 497 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q3 2026, an estimated $27.7K.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.22% of Herold Advisors's portfolio in Q3 2026, its #103 holding.
Herold Advisors first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q2 2025 and has held it in 6 quarters since.
87 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q3 2026.

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