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 331 institutions that hold shares in the stock, with a total of 46 Million shares, which have been reported (via 13F filing form) to have a value of $4.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,302
shares
|
$730,126
0.11% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
7,143
shares
|
$714,228
0.14% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
6,775
shares
|
$677,432
0.25% of portfolio
|
Q2 2024
Reduced 64.01%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
6,738
shares
|
$673,732
0.19% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
6,575
shares
|
$657,434
0.07% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,565
shares
|
$656,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,504
shares
|
$650,334
0.04% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
6,313
shares
|
$631,236
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
6,288
shares
|
$628,737
0.34% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
6,142
shares
|
$614,138
0.18% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
6,005
shares
|
$600,439
0.09% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,954
shares
|
$595,340
0.01% of portfolio
|
Q3 2023
Reduced 94.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,839
shares
|
$583,841
0.01% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
5,837
shares
|
$583,641
0.06% of portfolio
|
Q3 2024
Reduced 38.88%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,676
shares
|
$567,543
0.38% of portfolio
|
Q3 2024
Reduced 32.33%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
5,490
shares
|
$548,945
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
5,457
shares
|
$545,645
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,368
shares
|
$536,746
0.89% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,307
shares
|
$530,646
0.0% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,196
shares
|
$519,548
0.0% of portfolio
|
Q3 2024
Reduced 62.25%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
5,170
shares
|
$516,948
0.09% of portfolio
|
Q2 2023
Reduced 4.61%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$499,950
0.05% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,759
shares
|
$475,852
0.05% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
4,727
shares
|
$472,652
0.09% of portfolio
|
Q3 2024
Added 20.68%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
4,702
shares
|
$470,152
0.26% of portfolio
|
Q3 2024
Added 22.54%
|