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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
5,108
shares
|
$509,982
0.05% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
5,000
shares
|
$499,200
0.05% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
4,948
shares
|
$494,008
0.29% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
4,873
shares
|
$486,520
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,759
shares
|
$475,138
0.05% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
4,739
shares
|
$473,141
0.01% of portfolio
|
Q1 2025
Reduced 13.96%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,688
shares
|
$468,049
0.01% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,636
shares
|
$462,858
0.05% of portfolio
|
Q1 2025
Reduced 18.35%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,529
shares
|
$452,175
0.03% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
4,513
shares
|
$450,577
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
4,462
shares
|
$445,486
0.3% of portfolio
|
Q2 2025
Added 52.29%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,188
shares
|
$418,129
0.01% of portfolio
|
Q4 2022
Added 35.75%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
4,174
shares
|
$416,732
0.4% of portfolio
|
Q1 2025
Reduced 62.91%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,089
shares
|
$408,245
0.09% of portfolio
|
Q1 2025
Added 22.98%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,051
shares
|
$404,451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,994
shares
|
$398,760
0.08% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
3,875
shares
|
$386,880
0.02% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,761
shares
|
$375,498
0.0% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
3,662
shares
|
$365,614
0.18% of portfolio
|
Q1 2025
Reduced 39.33%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
3,648
shares
|
$364,216
0.28% of portfolio
|
Q1 2025
Added 32.48%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
3,625
shares
|
$361,920
0.17% of portfolio
|
Q1 2025
Reduced 66.23%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,615
shares
|
$360,921
0.01% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
3,373
shares
|
$336,760
0.16% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,358
shares
|
$335,262
0.02% of portfolio
|
Q1 2025
Reduced 83.88%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
3,353
shares
|
$334,763
0.24% of portfolio
|
Q2 2025
Reduced 2.9%
|