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 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
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
512New |
$51.1K - $51.3K
|
512
$51.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
21+ 0.31% |
$2.1K - $2.1K
|
6.87K
$688K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.5K+ 14.95% |
$849K - $852K
|
65.4K
$6.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-549- 1.63% |
$54.8K - $55K
|
33.2K
$3.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 4.5% |
$101K - $102K
|
21.6K
$2.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.86KNew |
$285K - $286K
|
2.86K
$286K
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-5.9K- 13.1% |
$589K - $591K
|
39.1K
$3.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.02K- 41.48% |
$301K - $302K
|
4.25K
$425K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.26K- 33.36% |
$425K - $427K
|
8.51K
$851K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.54K- 34.56% |
$154K - $155K
|
2.92K
$292K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.76K+ 9.99% |
$974K - $978K
|
107K
$10.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
438+ 3.65% |
$43.7K - $43.9K
|
12.4K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.63K+ 31.54% |
$263K - $264K
|
11K
$1.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-75- 1.99% |
$7.49K - $7.52K
|
3.7K
$370K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-29.2K- 25.04% |
$2.91M - $2.93M
|
87.4K
$8.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.74K- 5.72% |
$173K - $174K
|
28.6K
$2.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.2KNew |
$2.52M - $2.53M
|
25.2K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-231- 1.08% |
$23.1K - $23.2K
|
21.2K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
19+ 3.24% |
$1.9K - $1.9K
|
605
$60.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-675- 14.13% |
$67.4K - $67.7K
|
4.1K
$410K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.77K- 4.96% |
$176K - $177K
|
33.8K
$3.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
21.9K+ 1610.79% |
$2.19M - $2.2M
|
23.3K
$2.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.62K- 10.85% |
$161K - $162K
|
13.3K
$1.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 1.66% |
$20K - $20K
|
12.3K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
780+ 2.1% |
$77.9K - $78.2K
|
37.9K
$3.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-7.29K- 30.76% |
$728K - $731K
|
16.4K
$1.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.68K- 8.41% |
$467K - $469K
|
50.9K
$5.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-160- 4.09% |
$16K - $16K
|
3.75K
$375K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.8KNew |
$479K - $481K
|
4.8K
$480K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-58- 2.55% |
$5.79K - $5.81K
|
2.22K
$222K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.08KNew |
$207K - $208K
|
2.08K
$208K
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-241K- 20.18% |
$24.1M - $24.2M
|
955K
$95.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
254+ 15.49% |
$25.4K - $25.5K
|
1.89K
$189K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
91+ 0.77% |
$9.08K - $9.12K
|
11.9K
$1.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
239+ 1.09% |
$23.9K - $24K
|
22.1K
$2.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.42K+ 22.77% |
$141K - $142K
|
7.64K
$764K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-3.62K- 39.57% |
$361K - $362K
|
5.52K
$553K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
255+ 1.58% |
$25.5K - $25.6K
|
16.4K
$1.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.15K- 11.1% |
$214K - $215K
|
17.2K
$1.72M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-457- 5.98% |
$45.6K - $45.8K
|
7.19K
$719K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.29K- 12.21% |
$528K - $530K
|
38K
$3.8M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.54K- 12.87% |
$253K - $254K
|
17.2K
$1.72M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
183+ 1.82% |
$18.3K - $18.3K
|
10.2K
$1.02M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.73K+ 0.4% |
$472K - $473K
|
1.18M
$118M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
11.2KNew |
$1.12M - $1.12M
|
11.2K
$1.12M
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
SELL
|
- |
-5.47K- 53.68% |
$546K - $548K
|
4.72K
$472K
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-8K- 38.35% |
$799K - $802K
|
12.9K
$1.29M
|
|