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 377 institutions that hold shares in the stock, with a total of 49.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
106,312
shares
|
$10.6 Million
0.97% of portfolio
|
Q4 2025
Reduced 1.05%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 23, 2026 Q4 2025 |
104,980
shares
|
$10.5 Million
2.57% of portfolio
|
Q4 2025
Added 13.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
100,929
shares
|
$10.1 Million
0.02% of portfolio
|
Q4 2025
Added 5.27%
|
|
|
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%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
98,902
shares
|
$9.89 Million
0.74% of portfolio
|
Q3 2025
Added 25.41%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
97,692
shares
|
$9.77 Million
2.54% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
95,581
shares
|
$9.56 Million
0.12% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
92,150
shares
|
$9.22 Million
4.35% of portfolio
|
Q4 2025
Reduced 55.91%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
87,493
shares
|
$8.75 Million
4.2% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
87,423
shares
|
$8.75 Million
2.14% of portfolio
|
Q3 2025
Reduced 25.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
87,264
shares
|
$8.73 Million
0.06% of portfolio
|
Q3 2025
Added 33.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
87,082
shares
|
$8.71 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
83,715
shares
|
$8.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 44.58%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
79,752
shares
|
$7.98 Million
1.87% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
77,210
shares
|
$7.72 Million
0.08% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Nov 06, 2025 Q3 2025 |
77,005
shares
|
$7.7 Million
5.93% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
71,747
shares
|
$7.18 Million
3.44% of portfolio
|
Q3 2025
Added 34.19%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
68,207
shares
|
$6.82 Million
4.23% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
68,201
shares
|
$6.82 Million
0.83% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
67,052
shares
|
$6.71 Million
5.61% of portfolio
|
Q3 2025
Reduced 43.88%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
62,078
shares
|
$6.21 Million
1.24% of portfolio
|
Q3 2025
Added 27.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
61,734
shares
|
$6.18 Million
0.12% of portfolio
|
Q4 2025
Reduced 5.57%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
61,517
shares
|
$6.15 Million
0.06% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
59,927
shares
|
$6 Million
0.98% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
59,927
shares
|
$6 Million
1.3% of portfolio
|
Q3 2025
Reduced 6.24%
|
|