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 356 institutions that hold shares in the stock, with a total of 44.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
51,776
shares
|
$5.18 Million
2.12% of portfolio
|
Q4 2024
Reduced 13.92%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
51,160
shares
|
$5.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
50,787
shares
|
$5.08 Million
0.3% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
50,570
shares
|
$5.06 Million
1.12% of portfolio
|
Q4 2020
Reduced 1.37%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
48,305
shares
|
$4.83 Million
3.46% of portfolio
|
Q4 2024
Reduced 55.63%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
48,305
shares
|
$4.83 Million
3.46% of portfolio
|
Q4 2024
Reduced 55.63%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Feb 10, 2025 Q4 2024 |
47,868
shares
|
$4.79 Million
4.32% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
47,768
shares
|
$4.78 Million
0.55% of portfolio
|
Q3 2024
Reduced 46.41%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
47,007
shares
|
$4.7 Million
1.1% of portfolio
|
Q4 2024
Added 51.98%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
45,996
shares
|
$4.6 Million
0.12% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
45,930
shares
|
$4.59 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
45,868
shares
|
$4.59 Million
0.23% of portfolio
|
Q4 2024
Added 48.69%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
45,834
shares
|
$4.58 Million
2.92% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
45,700
shares
|
$4.57 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
45,680
shares
|
$4.57 Million
0.01% of portfolio
|
Q4 2024
Added 30.02%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
42,551
shares
|
$4.26 Million
1.17% of portfolio
|
Q4 2024
Added 221.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
39,824
shares
|
$3.98 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
38,679
shares
|
$3.87 Million
3.4% of portfolio
|
Q4 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
37,262
shares
|
$3.73 Million
0.25% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
37,085
shares
|
$3.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
36,594
shares
|
$3.66 Million
0.31% of portfolio
|
Q3 2023
Added 366.58%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
36,593
shares
|
$3.66 Million
0.33% of portfolio
|
Q4 2024
Added 186.8%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
36,550
shares
|
$3.66 Million
3.01% of portfolio
|
Q2 2023
Reduced 2.87%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
35,993
shares
|
$3.6 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
35,842
shares
|
$3.58 Million
0.77% of portfolio
|
Q4 2024
Reduced 23.3%
|