Institutional Ownership Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL). We have compiled data on the 352 institutions that hold shares in the stock, with a total of 44.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
296,822
shares
|
$29.7 Million
1.05% of portfolio
|
Q4 2024
Added 39.63%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
270,333
shares
|
$27 Million
0.98% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
261,250
shares
|
$26.1 Million
1.82% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
256,747
shares
|
$25.7 Million
8.51% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
246,627
shares
|
$24.6 Million
0.03% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
190,559
shares
|
$19 Million
0.12% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
184,388
shares
|
$18.4 Million
0.8% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
170,699
shares
|
$17.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 27.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
165,283
shares
|
$16.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 23.14%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
164,545
shares
|
$16.4 Million
0.09% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
142,293
shares
|
$14.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 67.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
139,915
shares
|
$14 Million
0.19% of portfolio
|
Q4 2024
Reduced 32.6%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
139,615
shares
|
$14 Million
11.8% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
138,442
shares
|
$13.8 Million
3.1% of portfolio
|
Q4 2024
Added 25.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
137,029
shares
|
$13.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 21.83%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
133,457
shares
|
$13.3 Million
1.99% of portfolio
|
Q4 2024
Added 18.47%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
131,715
shares
|
$13.2 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
118,417
shares
|
$11.8 Million
4.08% of portfolio
|
Q4 2024
Added 5593.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
117,882
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
115,908
shares
|
$11.6 Million
1.76% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
113,953
shares
|
$11.4 Million
1.2% of portfolio
|
Q4 2024
Added 64.42%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
110,082
shares
|
$11 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
102,252
shares
|
$10.2 Million
2.25% of portfolio
|
Q3 2024
Added 251.12%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
101,635
shares
|
$10.2 Million
5.65% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,804
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Added 14.45%
|