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

Whalen 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
2025
Q4 		– Sell
-23,840
Closed -$1.25M – 205
2025
Q3 		$1.25M Sell
23,840
-221
-0.9% -$11.2K 0.73% 32
2025
Q2 		$1.2M Buy
+24,061
New +$1.11M 0.75% 31

Other funds holding GPIQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Whalen Wealth Management's GPIQ Position: Q4 2025 in Review

Whalen Wealth Management sold out of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) in Q4 2025, closing a stake of 23,840 shares — an estimated $1.25M sold.

Whalen Wealth Management first reported a position in GPIQ in Q2 2025 and held it in 2 quarters. The position peaked at $1.25M in Q3 2025. 216 funds tracked by Wall St. Rank hold GPIQ as of Q4 2025.

  • Whalen Wealth Management reported no remaining Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 23,840 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q4 2025, an estimated $1.25M.
  • Whalen Wealth Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q2 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $1.25M in Q3 2025.
  • 216 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.