SkyOak Wealth’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

SkyOak Wealth’s Portfolio GVIP Stock Details GVIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.78M	Hold	12,208	–	–	0.33%	68
2025 Q4	$1.89M	Hold	12,208	–	–	0.34%	64
2025 Q3	$1.87M	Hold	12,208	–	–	0.35%	65
2025 Q2	$1.69M	Hold	12,208	–	–	0.34%	66
2025 Q1	$1.44M	Sell	12,208 -297	-2%	-$37.6K	0.32%	66
2024 Q4	$1.55M	Hold	12,505	–	–	0.33%	66
2024 Q3	$1.5M	Sell	12,505 -503	-4%	-$56.7K	0.33%	66
2024 Q2	$1.44M	Sell	13,008 -1,600	-11%	-$174K	0.34%	65
2024 Q1	$1.6M	Hold	14,608	–	–	0.38%	60
2023 Q4	$1.4M	Hold	14,608	–	–	0.36%	62
2023 Q3	$1.25M	Sell	14,608 -466	-3%	-$40.6K	0.37%	60
2023 Q2	$1.29M	Sell	15,074 -1,175	-7%	-$93.1K	0.36%	59
2023 Q1	$1.25M	Sell	16,249 -1,200	-7%	-$90K	0.38%	62
2022 Q4	$1.21M	Sell	17,449 -242	-1%	-$17.1K	0.41%	61
2022 Q3	$1.22M	Sell	17,691 -1,700	-9%	-$128K	0.44%	58
2022 Q2	$1.36M	Sell	19,391 -3,000	-13%	-$238K	0.46%	57
2022 Q1	$2.06M	Hold	22,391	–	–	0.57%	49
2021 Q4	$2.28M	Sell	22,391 -200	-0.9%	-$20.4K	0.58%	51
2021 Q3	$2.23M	Hold	22,591	–	–	0.6%	47
2021 Q2	$2.3M	Sell	22,591 -630	-3%	-$62K	0.61%	48
2021 Q1	$2.33M	Sell	23,221 -654	-3%	-$61.8K	0.65%	42
2020 Q4	$2.18M	Sell	23,875 -500	-2%	-$41.9K	0.68%	48
2020 Q3	$1.89M	Sell	24,375 -875	-3%	-$64.1K	0.68%	46
2020 Q2	$1.66M	Sell	25,250 -450	-2%	-$27.1K	0.61%	45
2020 Q1	$1.31M	Hold	25,700	–	–	0.67%	41
2019 Q4	$1.63M	Buy	+25,700	New	+$1.52M	0.51%	49

Other funds holding GVIP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SkyOak Wealth's GVIP Position: Q1 2026 in Review

SkyOak Wealth held its Goldman Sachs Hedge Industry VIP ETF (GVIP) position steady in Q1 2026 at 12,208 shares worth $1.78M. The position accounts for 0.33% of the portfolio, ranked #68.

SkyOak Wealth first reported a position in GVIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.33M in Q1 2021. 65 funds tracked by Wall St. Rank hold GVIP as of Q1 2026.

SkyOak Wealth held 12,208 shares of Goldman Sachs Hedge Industry VIP ETF worth $1.78M as of Q1 2026.
SkyOak Wealth left its Goldman Sachs Hedge Industry VIP ETF share count unchanged in Q1 2026.
Goldman Sachs Hedge Industry VIP ETF made up 0.33% of SkyOak Wealth's portfolio in Q1 2026, its #68 holding.
SkyOak Wealth first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q4 2019 and has held it in 26 quarters since.
SkyOak Wealth's Goldman Sachs Hedge Industry VIP ETF position peaked at $2.33M in Q1 2021.
65 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.