Perigon Wealth Management’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Perigon Wealth Management’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	$762K	Buy	13,151 +3,195	+32%	+$181K	0.01%	699
2026 Q2	$590K	Sell	9,956 -551	-5%	-$31K	0.01%	808
2026 Q1	$520K	Buy	10,507 +982	+10%	+$50.9K	0.01%	791
2025 Q4	$504K	Sell	9,525 -356	-4%	-$18.8K	0.01%	798
2025 Q3	$518K	Sell	9,881 -129	-1%	-$6.54K	0.01%	727
2025 Q2	$499K	Buy	+10,010	New	+$460K	0.01%	675

Other funds holding GPIQ

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

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

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

SWP

Semus Wealth Partners Boca Raton, Florida $220M AUM 21.43% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

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

Perigon Wealth Management's GPIQ Position: Q3 2026 in Review

Perigon Wealth Management increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 32% in Q3 2026, buying an estimated $181K and bringing the position to 13,151 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #699.

Perigon Wealth Management first reported a position in GPIQ in Q2 2025 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold GPIQ as of Q3 2026.

Perigon Wealth Management held 13,151 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $762K as of Q3 2026.
Perigon Wealth Management bought 3,195 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q3 2026, an estimated $181K.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #699 holding.
Perigon Wealth Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q2 2025 and has held it in 6 quarters since.
84 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.