PWM
GPIX icon

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

Perigon Wealth Management’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 		$2.77M Buy
49,933
+119
+0.2% +$6.45K 0.04% 339
2026
Q1 		$2.49M Buy
49,814
+2,335
+5% +$122K 0.05% 332
2025
Q4 		$2.51M Buy
47,479
+3,285
+7% +$172K 0.04% 325
2025
Q3 		$2.31M Buy
44,194
+672
+2% +$34.1K 0.05% 321
2025
Q2 		$2.17M Buy
43,522
+20,358
+88% +$953K 0.05% 315
2025
Q1 		$1.08M Buy
+23,164
New +$1.13M 0.03% 432

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

Perigon Wealth Management's GPIX Position: Q2 2026 in Review

Perigon Wealth Management increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 0.24% in Q2 2026, buying an estimated $6.45K and bringing the position to 49,933 shares worth $2.77M. The position accounts for 0.04% of the portfolio, ranked #339.

Perigon Wealth Management first reported a position in GPIX in Q1 2025 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

  • Perigon Wealth Management held 49,933 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $2.77M as of Q2 2026.
  • Perigon Wealth Management bought 119 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $6.45K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Perigon Wealth Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q1 2025 and has held it in 6 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.