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

McCarthy & Cox’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
2025 Q4	$396K	Sell	7,498 -397,546	-98%	-$20.8M	4.8%	7
2025 Q3	$21.2M	Buy	405,044 +15,734	+4%	+$799K	4.83%	7
2025 Q2	$19.4M	Buy	389,310 +46,967	+14%	+$2.2M	5.08%	5
2025 Q1	$16M	Buy	342,343 +78,349	+30%	+$3.84M	6.95%	7
2024 Q4	$13.1M	Buy	263,994 +22,407	+9%	+$1.11M	4.53%	8
2024 Q3	$11.9M	Buy	241,587 +20,310	+9%	+$967K	4.55%	10
2024 Q2	$10.5M	Buy	221,277 +5,185	+2%	+$240K	4.03%	13
2024 Q1	$10.2M	Buy	+216,092	New	+$9.81M	3.84%	13

Other funds holding GPIX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

EFH

Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McCarthy & Cox's GPIX Position: Q4 2025 in Review

McCarthy & Cox reduced its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 98% in Q4 2025, selling an estimated $20.8M and leaving 7,498 shares worth $396K. The position accounts for 4.8% of the portfolio, ranked #7.

McCarthy & Cox first reported a position in GPIX in Q1 2024 and has held it in 8 quarters since. The position peaked at $21.2M in Q3 2025. 282 funds tracked by Wall St. Rank hold GPIX as of Q4 2025.

McCarthy & Cox held 7,498 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $396K as of Q4 2025.
McCarthy & Cox sold 397,546 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q4 2025, an estimated $20.8M.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 4.8% of McCarthy & Cox's portfolio in Q4 2025, its #7 holding.
McCarthy & Cox first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q1 2024 and has held it in 8 quarters since.
McCarthy & Cox's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $21.2M in Q3 2025.
282 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.