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 379 institutions that hold shares in the stock, with a total of 49.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.92 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
294,429
shares
|
$29.5 Million
0.03% of portfolio
|
Q1 2025
Added 19.38%
|
|
Rock Creek Group, LP
|
May 13, 2025 Q1 2025 |
257,010
shares
|
$25.7 Million
3.0% of portfolio
|
Q1 2025
Reduced 44.56%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
256,747
shares
|
$25.7 Million
8.51% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
245,025
shares
|
$24.5 Million
1.74% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
241,852
shares
|
$24.2 Million
13.36% of portfolio
|
Q1 2025
Added 309.16%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
225,631
shares
|
$22.6 Million
0.8% of portfolio
|
Q1 2025
Reduced 16.54%
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
224,251
shares
|
$22.5 Million
4.58% of portfolio
|
Q1 2025
Added 49.17%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
220,548
shares
|
$22.1 Million
0.14% of portfolio
|
Q1 2025
Added 15.74%
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
213,131
shares
|
$21.3 Million
0.06% of portfolio
|
Q1 2025
Added 24.86%
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
210,100
shares
|
$21 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
196,473
shares
|
$19.7 Million
0.03% of portfolio
|
Q1 2025
Added 18.87%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
192,829
shares
|
$19.3 Million
0.85% of portfolio
|
Q1 2025
Added 4.58%
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
179,711
shares
|
$18 Million
0.25% of portfolio
|
Q1 2025
Added 28.44%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
177,194
shares
|
$17.7 Million
0.11% of portfolio
|
Q1 2025
Added 7.69%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
172,830
shares
|
$17.3 Million
2.64% of portfolio
|
Q1 2025
Added 29.5%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
153,453
shares
|
$15.4 Million
0.03% of portfolio
|
Q1 2025
Added 11.99%
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
152,095
shares
|
$15.2 Million
1.93% of portfolio
|
Q1 2025
Added 352.07%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
151,053
shares
|
$15.1 Million
0.0% of portfolio
|
Q1 2025
Added 54.42%
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
139,655
shares
|
$14 Million
0.49% of portfolio
|
Q1 2025
Reduced 57.44%
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
136,243
shares
|
$13.6 Million
11.76% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
130,967
shares
|
$13.1 Million
3.13% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
130,771
shares
|
$13.1 Million
0.01% of portfolio
|
Q1 2025
Added 10.93%
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
129,689
shares
|
$13 Million
0.0% of portfolio
|
Q1 2025
Reduced 72.57%
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
129,167
shares
|
$12.9 Million
2.12% of portfolio
|
Q1 2025
New holding
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
128,210
shares
|
$12.8 Million
1.02% of portfolio
|
Q1 2025
Reduced 2.66%
|