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 372 institutions that hold shares in the stock, with a total of 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,595
shares
|
$758,284
0.05% of portfolio
|
Q2 2025
Added 54.72%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,570
shares
|
$755,788
0.09% of portfolio
|
Q4 2024
Added 112.04%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
7,497
shares
|
$748,500
0.14% of portfolio
|
Q1 2025
Added 180.89%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
7,302
shares
|
$729,031
0.1% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
7,283
shares
|
$727,134
0.22% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,268
shares
|
$725,637
0.09% of portfolio
|
Q2 2025
Reduced 95.22%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,171
shares
|
$715,952
0.02% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
6,947
shares
|
$693,588
0.54% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
6,908
shares
|
$689,694
0.03% of portfolio
|
Q1 2025
Added 333.1%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,853
shares
|
$684,203
0.02% of portfolio
|
Q1 2025
Added 22.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
6,618
shares
|
$660,741
0.04% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,500
shares
|
$648,960
0.02% of portfolio
|
Q1 2025
Added 51.16%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,450
shares
|
$643,968
0.16% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
6,338
shares
|
$632,785
0.21% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
6,223
shares
|
$621,304
0.19% of portfolio
|
Q2 2025
Added 32.94%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
6,084
shares
|
$607,426
0.37% of portfolio
|
Q2 2025
Added 39.03%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
6,051
shares
|
$604,131
0.13% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,954
shares
|
$594,447
0.01% of portfolio
|
Q3 2023
Reduced 94.31%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
5,704
shares
|
$569,487
0.99% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,676
shares
|
$566,691
0.38% of portfolio
|
Q3 2024
Reduced 32.33%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
5,615
shares
|
$560,601
0.27% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
5,476
shares
|
$546,723
0.14% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,307
shares
|
$529,850
0.0% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
5,253
shares
|
$524,459
0.37% of portfolio
|
Q2 2025
Added 34.59%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
5,199
shares
|
$519,068
0.0% of portfolio
|
Q1 2025
Reduced 0.5%
|