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 |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
35,993
shares
|
$3.6 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
35,842
shares
|
$3.59 Million
0.77% of portfolio
|
Q4 2024
Reduced 23.3%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
35,534
shares
|
$3.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 72.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
35,016
shares
|
$3.51 Million
0.09% of portfolio
|
Q4 2024
Added 1073.85%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
34,769
shares
|
$3.48 Million
0.42% of portfolio
|
Q4 2024
Reduced 38.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
34,594
shares
|
$3.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.82%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
33,222
shares
|
$3.33 Million
3.03% of portfolio
|
Q1 2025
Added 122.71%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
32,916
shares
|
$3.29 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
32,182
shares
|
$3.22 Million
0.03% of portfolio
|
Q4 2024
Added 57.37%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
31,643
shares
|
$3.17 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
31,585
shares
|
$3.16 Million
0.15% of portfolio
|
Q1 2025
Added 33.73%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
31,400
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
30,723
shares
|
$3.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
30,229
shares
|
$3.03 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
30,104
shares
|
$3.01 Million
1.08% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
29,957
shares
|
$3 Million
3.46% of portfolio
|
Q4 2024
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
29,490
shares
|
$2.95 Million
1.76% of portfolio
|
Q4 2024
Added 38.43%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
29,020
shares
|
$2.9 Million
1.62% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
28,128
shares
|
$2.82 Million
0.03% of portfolio
|
Q4 2024
Reduced 47.49%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
27,669
shares
|
$2.77 Million
0.26% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,797
shares
|
$2.68 Million
0.04% of portfolio
|
Q3 2024
Added 118.95%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
25,848
shares
|
$2.59 Million
0.66% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
25,547
shares
|
$2.56 Million
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
25,542
shares
|
$2.56 Million
0.13% of portfolio
|
Q1 2025
Added 43.16%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
25,454
shares
|
$2.55 Million
0.62% of portfolio
|
Q4 2024
New holding
|