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Integrated Wealth Concepts’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Integrated Wealth Concepts’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 		$477K Buy
8,583
+2,504
+41% +$136K ﹤0.01% 1676
2026
Q1 		$304K Buy
+6,079
New +$317K ﹤0.01% 1853
2025
Q4 		– Sell
-3,972
Closed -$207K – 1798
2025
Q3 		$207K Buy
+3,972
New +$202K ﹤0.01% 1835

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 $104B AUM 28.3% 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

Integrated Wealth Concepts's GPIX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 41% in Q2 2026, buying an estimated $136K and bringing the position to 8,583 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Integrated Wealth Concepts first reported a position in GPIX in Q3 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

  • Integrated Wealth Concepts held 8,583 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $477K as of Q2 2026.
  • Integrated Wealth Concepts bought 2,504 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $136K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1676 holding.
  • Integrated Wealth Concepts first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q3 2025 and has held it in 3 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.