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

Whalen 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	$5.27M	Sell	94,837 -2,877	-3%	-$156K	2.37%	6
2026 Q1	$4.89M	Buy	97,714 +27,042	+38%	+$1.41M	2.62%	7
2025 Q4	$3.73M	Sell	70,672 -21,748	-24%	-$1.14M	2%	9
2025 Q3	$4.83M	Buy	92,420 +44,766	+94%	+$2.27M	2.82%	7
2025 Q2	$2.37M	Buy	+47,654	New	+$2.23M	1.49%	10

Other funds holding GPIX

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

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

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 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

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 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

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

Whalen Wealth Management reduced its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 2.9% in Q2 2026, selling an estimated $156K and leaving 94,837 shares worth $5.27M. The position accounts for 2.37% of the portfolio, ranked #6.

Whalen Wealth Management first reported a position in GPIX in Q2 2025 and has held it in 5 quarters since. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

Whalen Wealth Management held 94,837 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $5.27M as of Q2 2026.
Whalen Wealth Management sold 2,877 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $156K.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 2.37% of Whalen Wealth Management's portfolio in Q2 2026, its #6 holding.
Whalen Wealth Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q2 2025 and has held it in 5 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 Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.