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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
Q2 		$2.3M Hold
12,208
– – 0.38% 61
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SkyOak Wealth's GVIP Position: Q2 2026 in Review

SkyOak Wealth held its Goldman Sachs Hedge Industry VIP ETF (GVIP) position steady in Q2 2026 at 12,208 shares worth $2.3M. The position accounts for 0.38% of the portfolio, ranked #61.

SkyOak Wealth first reported a position in GVIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.33M in Q1 2021. 77 funds tracked by Wall St. Rank hold GVIP as of Q2 2026.

  • SkyOak Wealth held 12,208 shares of Goldman Sachs Hedge Industry VIP ETF worth $2.3M as of Q2 2026.
  • SkyOak Wealth left its Goldman Sachs Hedge Industry VIP ETF share count unchanged in Q2 2026.
  • Goldman Sachs Hedge Industry VIP ETF made up 0.38% of SkyOak Wealth's portfolio in Q2 2026, its #61 holding.
  • SkyOak Wealth first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's Goldman Sachs Hedge Industry VIP ETF position peaked at $2.33M in Q1 2021.
  • 77 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.