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 328 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
14,288
shares
|
$1.43 Million
0.76% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,840
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
13,780
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,767
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
13,618
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
13,245
shares
|
$1.32 Million
0.39% of portfolio
|
Q3 2024
Added 345.36%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
13,149
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
13,000
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
12,759
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,692
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2022
Reduced 8.23%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
12,691
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
12,671
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
12,632
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
12,465
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2024
Added 26.81%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
12,271
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cairn Investment Group, Inc.
|
Oct 17, 2024 Q3 2024 |
12,150
shares
|
$1.21 Million
0.67% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
12,109
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Added 274.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
11,655
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
11,594
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2024
Reduced 18.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,484
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.03%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
11,473
shares
|
$1.15 Million
1.76% of portfolio
|
Q3 2023
Reduced 3.52%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
11,157
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
10,861
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,546
shares
|
$1.05 Million
0.82% of portfolio
|
Q3 2024
Added 70.81%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
10,542
shares
|
$1.05 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.27%
|