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 364 institutions that hold shares in the stock, with a total of 47.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
7,397
shares
|
$740,439
0.64% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
7,336
shares
|
$734,333
0.22% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,302
shares
|
$730,930
0.11% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
7,283
shares
|
$729,028
0.22% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,171
shares
|
$717,817
0.02% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
6,926
shares
|
$693,292
0.5% of portfolio
|
Q4 2024
Reduced 34.3%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,561
shares
|
$656,756
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
6,535
shares
|
$654,153
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
6,502
shares
|
$650,850
0.31% of portfolio
|
Q1 2025
Reduced 35.91%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
6,431
shares
|
$643,743
0.55% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
6,364
shares
|
$637,036
0.29% of portfolio
|
Q4 2024
Added 56.67%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
6,171
shares
|
$617,717
0.13% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
6,036
shares
|
$604,203
0.3% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
6,000
shares
|
$600,600
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,954
shares
|
$595,995
0.01% of portfolio
|
Q3 2023
Reduced 94.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
5,899
shares
|
$590,489
0.17% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
5,704
shares
|
$570,970
0.99% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
5,683
shares
|
$568,868
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,678
shares
|
$568,367
0.06% of portfolio
|
Q4 2024
Reduced 28.38%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,676
shares
|
$568,167
0.38% of portfolio
|
Q3 2024
Reduced 32.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,629
shares
|
$563,462
0.0% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
5,613
shares
|
$561,861
0.02% of portfolio
|
Q4 2024
Reduced 28.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
5,508
shares
|
$551,350
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
5,225
shares
|
$523,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
5,108
shares
|
$511,310
0.05% of portfolio
|
Q1 2025
Reduced 12.67%
|