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 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 $377B AUM 19.32% 1-Year Est. Return

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

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

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

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

EFH

Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Whalen Wealth Management's GPIX Position: Q1 2026 in Review

Whalen Wealth Management increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 38% in Q1 2026, buying an estimated $1.41M and bringing the position to 97,714 shares worth $4.89M. The position accounts for 2.62% of the portfolio, ranked #7.

Whalen Wealth Management first reported a position in GPIX in Q2 2025 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold GPIX as of Q1 2026.

Whalen Wealth Management held 97,714 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $4.89M as of Q1 2026.
Whalen Wealth Management bought 27,042 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q1 2026, an estimated $1.41M.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 2.62% of Whalen Wealth Management's portfolio in Q1 2026, its #7 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 4 quarters since.
319 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.