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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
7,631
shares
|
$764,168
0.01% of portfolio
|
Q3 2024
Reduced 47.85%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,496
shares
|
$750,649
0.02% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
7,143
shares
|
$715,300
0.14% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
6,775
shares
|
$678,448
0.25% of portfolio
|
Q2 2024
Reduced 64.01%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
6,738
shares
|
$674,743
0.19% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,565
shares
|
$657,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,504
shares
|
$651,310
0.04% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
6,463
shares
|
$647,204
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
6,313
shares
|
$632,183
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
6,288
shares
|
$629,680
0.34% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
6,142
shares
|
$615,059
0.18% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
6,056
shares
|
$606,447
0.1% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,954
shares
|
$596,233
0.01% of portfolio
|
Q3 2023
Reduced 94.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,839
shares
|
$584,717
0.01% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
5,837
shares
|
$584,517
0.06% of portfolio
|
Q3 2024
Reduced 38.88%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,676
shares
|
$568,394
0.38% of portfolio
|
Q3 2024
Reduced 32.33%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
5,490
shares
|
$549,768
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,368
shares
|
$537,551
0.89% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,307
shares
|
$531,442
0.0% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,196
shares
|
$520,327
0.0% of portfolio
|
Q3 2024
Reduced 62.25%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
5,170
shares
|
$517,723
0.09% of portfolio
|
Q2 2023
Reduced 4.61%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
5,117
shares
|
$512,416
0.08% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$500,700
0.05% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,759
shares
|
$476,566
0.05% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
4,727
shares
|
$473,361
0.09% of portfolio
|
Q3 2024
Added 20.68%
|