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

Robertson Stephens 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
2025 Q2	–	Sell	-4,834	Closed	-$225K	–	566
2025 Q1	$225K	Sell	4,834 -227,452	-98%	-$11.1M	0.01%	506
2024 Q4	$11.5M	Buy	+232,286	New	+$11.5M	0.41%	51

Other funds holding GPIX

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

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

EFH

Eaton Financial Holdings Coral Springs, Florida $364M AUM 26.87% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Graney & King Latham, New York $278M AUM 20.47% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

Robertson Stephens Wealth Management's GPIX Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) in Q2 2025, closing a stake of 4,834 shares — an estimated $225K sold.

Robertson Stephens Wealth Management first reported a position in GPIX in Q4 2024 and held it in 2 quarters. The position peaked at $11.5M in Q4 2024. 144 funds tracked by Wall St. Rank hold GPIX as of Q2 2025.

Robertson Stephens Wealth Management reported no remaining Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 4,834 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2025, an estimated $225K.
Robertson Stephens Wealth Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q4 2024 and held it in 2 quarters.
Robertson Stephens Wealth Management's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $11.5M in Q4 2024.
144 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.