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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.75K+ 53.19% |
$275K - $276K
|
7.92K
$793K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.75KNew |
$274K - $275K
|
2.75K
$275K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.65K+ 10.37% |
$265K - $265K
|
28.2K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.63KNew |
$263K - $264K
|
2.63K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.56K+ 35.26% |
$256K - $257K
|
9.84K
$985K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.53K+ 42.65% |
$252K - $253K
|
8.45K
$845K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.52KNew |
$252K - $252K
|
2.52K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.42KNew |
$241K - $242K
|
2.42K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
BUY
|
- |
2.4K+ 0.46% |
$239K - $240K
|
520K
$52.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.39KNew |
$239K - $240K
|
2.39K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.36KNew |
$235K - $236K
|
2.36K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
2.21K+ 26.91% |
$221K - $222K
|
10.4K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 51.16% |
$220K - $220K
|
6.5K
$651K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
2.05KNew |
$205K - $206K
|
2.05K
$206K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.02K+ 12.99% |
$202K - $202K
|
17.6K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$200K - $200K
|
2K
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.81K+ 2.17% |
$181K - $181K
|
85.1K
$8.52M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1.76K+ 5.57% |
$176K - $176K
|
33.4K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.73K+ 4.66% |
$173K - $173K
|
38.8K
$3.89M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.7K+ 28.33% |
$170K - $170K
|
7.7K
$771K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.66K+ 4.17% |
$166K - $166K
|
41.5K
$4.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.51K+ 23.5% |
$151K - $151K
|
7.94K
$795K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.46K+ 22.24% |
$146K - $146K
|
8.02K
$803K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.44K+ 4.79% |
$143K - $144K
|
31.4K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.35K+ 16.63% |
$135K - $136K
|
9.5K
$951K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.35K+ 3.75% |
$135K - $135K
|
37.3K
$3.74M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.28K+ 18.47% |
$128K - $128K
|
8.21K
$821K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.24K+ 22.09% |
$124K - $124K
|
6.85K
$686K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.16K+ 2.46% |
$115K - $116K
|
48.2K
$4.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.06KNew |
$106K - $106K
|
1.06K
$106K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
897+ 3.19% |
$89.6K - $89.9K
|
29K
$2.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
827+ 21.46% |
$82.6K - $82.9K
|
4.68K
$469K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
779New |
$77.8K - $78K
|
779
$78K
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
764+ 22.98% |
$76.3K - $76.5K
|
4.09K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
761+ 21.05% |
$76K - $76.2K
|
4.38K
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
740+ 4.94% |
$73.9K - $74.1K
|
15.7K
$1.57M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
474New |
$47.3K - $47.5K
|
474
$47.5K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
466+ 22.02% |
$46.5K - $46.7K
|
2.58K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
428New |
$42.7K - $42.9K
|
428
$42.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
426+ 2.08% |
$42.5K - $42.7K
|
20.9K
$2.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
388+ 1.31% |
$38.7K - $38.9K
|
30.1K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
333+ 1.08% |
$33.3K - $33.4K
|
31.1K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
287+ 7.62% |
$28.7K - $28.8K
|
4.05K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
263+ 0.72% |
$26.3K - $26.3K
|
36.9K
$3.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
229+ 6.23% |
$22.9K - $22.9K
|
3.9K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
229+ 5.14% |
$22.9K - $22.9K
|
4.69K
$469K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
221+ 6.89% |
$22.1K - $22.1K
|
3.43K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
200+ 7.91% |
$20K - $20K
|
2.73K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
200+ 5.62% |
$20K - $20K
|
3.76K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
185New |
$18.5K - $18.5K
|
185
$18.5K
|