Latest Institutional Transactions on Goldman Sachs Access Treasury (GBIL)
This table provides information on the latest institutional transactions involving Goldman Sachs Access Treasury (GBIL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.3K- 59.37% |
$429K - $431K
|
2.94K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.02K- 10.46% |
$102K - $102K
|
8.73K
$873K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.23KNew |
$522K - $525K
|
5.23K
$524K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-730- 5.62% |
$72.9K - $73.2K
|
12.3K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.4K+ 65.65% |
$139K - $140K
|
3.53K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-951- 12.57% |
$94.9K - $95.3K
|
6.62K
$662K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.17K- 20.59% |
$316K - $317K
|
12.2K
$1.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-17.4K- 16.6% |
$1.74M - $1.75M
|
87.5K
$8.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.41K+ 5.53% |
$241K - $242K
|
46K
$4.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-12K- 85.12% |
$1.19M - $1.2M
|
2.09K
$209K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
339+ 1.4% |
$33.8K - $34K
|
24.5K
$2.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-531- 24.65% |
$53K - $53.2K
|
1.62K
$162K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-9- 0.53% |
$898 - $902
|
1.68K
$168K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13.4K+ 7287.5% |
$1.34M - $1.34M
|
13.6K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.81KNew |
$380K - $381K
|
3.81K
$381K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
23.6K+ 144.01% |
$2.35M - $2.36M
|
39.9K
$3.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-9.96K- 8.1% |
$995K - $999K
|
113K
$11.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-3.16K- 29.5% |
$316K - $317K
|
7.56K
$756K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
859+ 7.72% |
$85.7K - $86.1K
|
12K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-7.66K- 14.53% |
$764K - $767K
|
45K
$4.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2+ 0.06% |
$200 - $200
|
3.2K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.72K- 31.48% |
$172K - $173K
|
3.75K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9.85K+ 73.73% |
$983K - $987K
|
23.2K
$2.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-83- 2.48% |
$8.29K - $8.32K
|
3.27K
$327K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.19K- 2.34% |
$917K - $921K
|
384K
$38.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-46- 1.36% |
$4.59K - $4.61K
|
3.33K
$333K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.26K- 35.09% |
$225K - $226K
|
4.18K
$418K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64- 2.32% |
$6.39K - $6.41K
|
2.7K
$270K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50- 4.7% |
$4.99K - $5.01K
|
1.01K
$101K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-350- 1.12% |
$34.9K - $35.1K
|
30.8K
$3.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39+ 0.51% |
$3.89K - $3.91K
|
7.72K
$772K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-5.55K- 17.46% |
$554K - $556K
|
26.2K
$2.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
401+ 19.87% |
$40K - $40.2K
|
2.42K
$242K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
120New |
$12K - $12K
|
120
$12K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-675- 2.96% |
$67.4K - $67.7K
|
22.1K
$2.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.12K+ 3.21% |
$212K - $213K
|
68.2K
$6.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-4.7K- 13.95% |
$469K - $471K
|
29K
$2.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.73K+ 52.96% |
$272K - $273K
|
7.88K
$788K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-12.1K- 50.09% |
$1.21M - $1.21M
|
12.1K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
57K+ 171.07% |
$5.69M - $5.71M
|
90.3K
$9.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-43- 0.22% |
$4.29K - $4.31K
|
19.5K
$1.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-274- 8.26% |
$27.4K - $27.5K
|
3.05K
$305K
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-365- 4.44% |
$36.4K - $36.6K
|
7.86K
$786K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-646- 7.52% |
$64.5K - $64.7K
|
7.95K
$795K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
250+ 4.76% |
$25K - $25.1K
|
5.5K
$551K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-1.65K- 17.23% |
$165K - $166K
|
7.94K
$794K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-250K- 9.02% |
$24.9M - $25M
|
2.52M
$252M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
129+ 1.01% |
$12.9K - $12.9K
|
12.8K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.47K+ 22.52% |
$546K - $548K
|
29.7K
$2.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1KNew |
$99.8K - $100K
|
1K
$100K
|
|