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 328 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 04, 2024 Q3 2024 |
96,461
shares
|
$9.66 Million
0.89% of portfolio
|
Q3 2024
Added 200.61%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
90,190
shares
|
$9.03 Million
2.26% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
89,632
shares
|
$8.98 Million
0.02% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
89,289
shares
|
$8.94 Million
4.99% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
89,160
shares
|
$8.93 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
89,130
shares
|
$8.93 Million
1.07% of portfolio
|
Q2 2024
Added 13.44%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
80,604
shares
|
$8.07 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
78,993
shares
|
$7.91 Million
0.23% of portfolio
|
Q3 2024
Added 41.39%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
77,101
shares
|
$7.72 Million
2.41% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
76,851
shares
|
$7.7 Million
0.0% of portfolio
|
Q3 2024
Added 35.58%
|
|
|
Tevis Investment Management
|
Oct 25, 2024 Q3 2024 |
76,053
shares
|
$7.62 Million
5.7% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
71,091
shares
|
$7.12 Million
1.08% of portfolio
|
Q3 2024
Reduced 72.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
70,602
shares
|
$7.07 Million
0.11% of portfolio
|
Q3 2024
Added 69.35%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
70,185
shares
|
$7.03 Million
0.87% of portfolio
|
Q3 2024
Added 35.82%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
69,306
shares
|
$6.94 Million
0.76% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
63,231
shares
|
$6.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
63,153
shares
|
$6.32 Million
0.7% of portfolio
|
Q3 2024
Reduced 25.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
60,220
shares
|
$6.03 Million
0.23% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
60,150
shares
|
$6.02 Million
2.7% of portfolio
|
Q3 2024
Added 22.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
59,833
shares
|
$5.99 Million
0.03% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
59,811
shares
|
$5.99 Million
1.79% of portfolio
|
Q3 2024
Reduced 16.21%
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
59,689
shares
|
$5.98 Million
4.47% of portfolio
|
Q3 2024
Reduced 29.25%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
58,407
shares
|
$5.85 Million
5.17% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,848
shares
|
$5.79 Million
0.01% of portfolio
|
Q3 2024
Added 22.08%
|