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 |
|---|---|---|---|---|---|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
24,208
shares
|
$2.42 Million
1.05% of portfolio
|
Q3 2024
Reduced 20.06%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
24,091
shares
|
$2.41 Million
1.29% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
24,078
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Added 17.98%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
23,618
shares
|
$2.36 Million
0.13% of portfolio
|
Q4 2024
Reduced 85.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
23,191
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Added 181.82%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
22,881
shares
|
$2.29 Million
1.53% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
21,294
shares
|
$2.13 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
20,830
shares
|
$2.08 Million
0.1% of portfolio
|
Q4 2024
Reduced 39.97%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
20,792
shares
|
$2.08 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
20,434
shares
|
$2.04 Million
1.63% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
20,224
shares
|
$2.02 Million
0.15% of portfolio
|
Q4 2024
Added 29.43%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
19,786
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
19,633
shares
|
$1.96 Million
0.77% of portfolio
|
Q2 2022
Added 29.93%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
19,567
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
19,490
shares
|
$1.95 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
19,463
shares
|
$1.95 Million
0.44% of portfolio
|
Q3 2024
Added 464.14%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
19,199
shares
|
$1.92 Million
1.29% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
19,053
shares
|
$1.9 Million
2.02% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
18,548
shares
|
$1.85 Million
0.02% of portfolio
|
Q4 2024
Added 89.27%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
18,238
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Added 44.38%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
17,841
shares
|
$1.78 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
17,782
shares
|
$1.78 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
17,504
shares
|
$1.75 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
17,242
shares
|
$1.72 Million
0.2% of portfolio
|
Q4 2024
Reduced 49.16%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
16,497
shares
|
$1.65 Million
0.38% of portfolio
|
Q4 2024
Reduced 12.19%
|