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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
158+ 4.57% |
$15.8K - $15.8K
|
3.62K
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
115+ 5.6% |
$11.5K - $11.5K
|
2.17K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
108+ 0.93% |
$10.8K - $10.8K
|
11.7K
$1.18M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
100+ 10.35% |
$9.99K - $10K
|
1.07K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
86+ 4.18% |
$8.59K - $8.62K
|
2.14K
$214K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
84New |
$8.39K - $8.42K
|
84
$8.41K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
79New |
$7.89K - $7.92K
|
79
$7.91K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.32% |
$7.29K - $7.31K
|
23K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
50+ 2.3% |
$4.99K - $5.01K
|
2.22K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
49+ 0.41% |
$4.89K - $4.91K
|
11.9K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
48+ 1.07% |
$4.79K - $4.81K
|
4.53K
$453K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
35New |
$3.49K - $3.51K
|
35
$3.5K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
33+ 1.01% |
$3.3K - $3.31K
|
3.32K
$332K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
33+ 0.21% |
$3.3K - $3.31K
|
15.7K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
30New |
$3K - $3.01K
|
30
$3K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
22+ 24.18% |
$2.2K - $2.2K
|
113
$11.3K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
22+ 0.82% |
$2.2K - $2.2K
|
2.72K
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 1.65% |
$2K - $2K
|
1.23K
$123K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
18New |
$1.8K - $1.8K
|
18
$1.8K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
17+ 0.1% |
$1.7K - $1.7K
|
17.8K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
17New |
$1.7K - $1.7K
|
17
$1.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
9+ 0.05% |
$899 - $902
|
19.2K
$1.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
9New |
$899 - $902
|
9
$901
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9New |
$899 - $902
|
9
$901
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
8+ 0.04% |
$799 - $802
|
19.5K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
6New |
$599 - $601
|
6
$601
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
6New |
$599 - $601
|
6
$601
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.38% |
$599 - $601
|
1.59K
$159K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
4+ 1.29% |
$399 - $401
|
315
$31.5K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
3+ 1.06% |
$300 - $301
|
285
$28.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2+ 0.06% |
$200 - $200
|
3.27K
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1New |
$99.9 - $100
|
1
$100
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.06% |
$99.9 - $100
|
1.56K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-3- 0.1% |
$300 - $301
|
3K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 1.4% |
$899 - $902
|
632
$63.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-22- 3.1% |
$2.2K - $2.2K
|
687
$68.8K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-26- 0.5% |
$2.6K - $2.6K
|
5.2K
$520K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-80- 2.26% |
$7.99K - $8.02K
|
3.45K
$346K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-83- 3.34% |
$8.29K - $8.32K
|
2.4K
$241K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-101- 1.07% |
$10.1K - $10.1K
|
9.35K
$936K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-102- 4.84% |
$10.2K - $10.2K
|
2.01K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-106- 1.77% |
$10.6K - $10.6K
|
5.9K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-106- 0.74% |
$10.6K - $10.6K
|
14.2K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-116- 4.14% |
$11.6K - $11.6K
|
2.69K
$269K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-120- 1.94% |
$12K - $12K
|
6.05K
$606K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-145- 1.82% |
$14.5K - $14.5K
|
7.82K
$783K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-161- 32.14% |
$16.1K - $16.1K
|
340
$34K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-174- 6.95% |
$17.4K - $17.4K
|
2.33K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-181- 1.72% |
$18.1K - $18.1K
|
10.3K
$1.03M
|