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

Patten & Patten’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	$2.27M	Sell	40,885 -12,765	-24%	-$692K	0.12%	130
2026 Q1	$2.68M	Buy	53,650 +26,000	+94%	+$1.36M	0.16%	109
2025 Q4	$1.46M	Buy	+27,650	New	+$1.45M	0.09%	152

Other funds holding GPIX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

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 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

Patten & Patten's GPIX Position: Q2 2026 in Review

Patten & Patten reduced its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 24% in Q2 2026, selling an estimated $692K and leaving 40,885 shares worth $2.27M. The position accounts for 0.12% of the portfolio, ranked #130.

Patten & Patten first reported a position in GPIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.68M in Q1 2026. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

Patten & Patten held 40,885 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $2.27M as of Q2 2026.
Patten & Patten sold 12,765 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $692K.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.12% of Patten & Patten's portfolio in Q2 2026, its #130 holding.
Patten & Patten 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.
Patten & Patten's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $2.68M in Q1 2026.
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 Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.