Purchases and Sales Made in Q1 2025 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q1 2025. The information is specifically focused on institutions that hold shares of GOLDMAN SACHS ACCESS TREASURY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15.5K+ 2.81% |
$1.55M - $1.55M
|
567K
$56.7M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.3K+ 1429900.0% |
$1.43M - $1.43M
|
14.3K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
13.9K+ 0.25% |
$1.39M - $1.39M
|
5.64M
$565M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.9K+ 10.93% |
$1.29M - $1.29M
|
131K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.6K+ 7.69% |
$1.26M - $1.27M
|
177K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.3KNew |
$1.23M - $1.23M
|
12.3K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$1.16M - $1.16M
|
11.6K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
11.6K+ 45.74% |
$1.15M - $1.16M
|
36.8K
$3.68M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.3K+ 82.04% |
$1.13M - $1.13M
|
25.1K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
10.2KNew |
$1.02M - $1.02M
|
10.2K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
9.14K+ 11.57% |
$913K - $916K
|
88.1K
$8.82M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.01K+ 3.04% |
$900K - $903K
|
306K
$30.6M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.44K+ 4.58% |
$843K - $846K
|
193K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.22KNew |
$821K - $823K
|
8.22K
$823K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.2K+ 56.78% |
$818K - $821K
|
22.6K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.97K+ 33.73% |
$796K - $798K
|
31.6K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.94K+ 66.85% |
$793K - $796K
|
19.8K
$1.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.7K+ 43.16% |
$769K - $772K
|
25.5K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.63K+ 16.65% |
$762K - $765K
|
53.5K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.49K+ 21.09% |
$748K - $751K
|
43K
$4.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.44K+ 21.25% |
$743K - $746K
|
42.5K
$4.25M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7.44K+ 21.39% |
$743K - $745K
|
42.2K
$4.23M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.18K+ 20.76% |
$717K - $720K
|
41.8K
$4.18M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6.3K+ 14.79% |
$629K - $631K
|
48.8K
$4.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6K+ 47.16% |
$599K - $601K
|
18.7K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.58K+ 21.6% |
$557K - $559K
|
31.4K
$3.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.53K+ 5.44% |
$552K - $554K
|
107K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.51K+ 5.52% |
$550K - $552K
|
105K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.31K+ 333.1% |
$531K - $532K
|
6.91K
$692K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.1K+ 11.08% |
$509K - $511K
|
51.1K
$5.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.87K+ 47.02% |
$486K - $488K
|
15.2K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.83K+ 180.89% |
$482K - $484K
|
7.5K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
4.59K+ 50.8% |
$459K - $460K
|
13.6K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.56K+ 3.93% |
$455K - $456K
|
120K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.51KNew |
$451K - $452K
|
4.51K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 13.38% |
$430K - $432K
|
36.5K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.14K+ 4.92% |
$413K - $414K
|
88.2K
$8.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.12KNew |
$411K - $413K
|
4.12K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.98K+ 11.65% |
$397K - $398K
|
38.1K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.41KNew |
$341K - $342K
|
3.41K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.26KNew |
$326K - $327K
|
3.26K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.15KNew |
$315K - $316K
|
3.15K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.12K+ 13.43% |
$311K - $312K
|
26.3K
$2.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.07K+ 16.0% |
$307K - $308K
|
22.3K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.05KNew |
$305K - $306K
|
3.05K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.95KNew |
$294K - $295K
|
2.95K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.93KNew |
$293K - $294K
|
2.93K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.91K+ 19.0% |
$290K - $291K
|
18.2K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.78KNew |
$278K - $279K
|
2.78K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.78K+ 11.65% |
$278K - $279K
|
26.7K
$2.67M
|