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 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-190- 1.42% |
$19K - $19K
|
13.2K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-195- 19.08% |
$19.5K - $19.5K
|
827
$82.8K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-227- 9.25% |
$22.7K - $22.7K
|
2.23K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-230- 2.06% |
$23K - $23K
|
10.9K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-241- 8.75% |
$24.1K - $24.1K
|
2.51K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-248- 1.25% |
$24.8K - $24.8K
|
19.5K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-291- 8.8% |
$29.1K - $29.2K
|
3.02K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-319- 12.26% |
$31.9K - $32K
|
2.28K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-322- 5.72% |
$32.2K - $32.3K
|
5.31K
$531K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-326- 46.24% |
$32.6K - $32.7K
|
379
$37.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-390- 16.25% |
$38.9K - $39.1K
|
2.01K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-400- 1.36% |
$39.9K - $40.1K
|
29.1K
$2.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-422- 45.18% |
$42.1K - $42.3K
|
512
$51.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-437- 11.46% |
$43.6K - $43.8K
|
3.38K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-450- 6.08% |
$44.9K - $45.1K
|
6.95K
$695K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-470- 10.82% |
$46.9K - $47.1K
|
3.88K
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-492- 4.77% |
$49.1K - $49.3K
|
9.82K
$983K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-496- 0.98% |
$49.5K - $49.7K
|
50.3K
$5.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-529- 1.48% |
$52.8K - $53K
|
35.3K
$3.54M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-531- 20.83% |
$53K - $53.2K
|
2.02K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-531- 50.0% |
$53K - $53.2K
|
531
$53.2K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-558- 21.49% |
$55.7K - $55.9K
|
2.04K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-600- 6.94% |
$59.9K - $60.1K
|
8.04K
$805K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-644- 3.9% |
$64.3K - $64.5K
|
15.9K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-667- 7.72% |
$66.6K - $66.8K
|
7.97K
$798K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-696- 7.04% |
$69.5K - $69.7K
|
9.2K
$921K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-700- 8.77% |
$69.9K - $70.1K
|
7.28K
$729K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-735- 12.93% |
$73.4K - $73.6K
|
4.95K
$495K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-741- 12.67% |
$74K - $74.2K
|
5.11K
$511K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-749- 11.77% |
$74.8K - $75K
|
5.62K
$562K
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-750- 6.49% |
$74.9K - $75.1K
|
10.8K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-769- 13.96% |
$76.8K - $77K
|
4.74K
$474K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-814- 14.94% |
$81.3K - $81.6K
|
4.63K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-820- 6.46% |
$81.9K - $82.2K
|
11.9K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-857- 9.25% |
$85.6K - $85.9K
|
8.41K
$842K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-952- 2.08% |
$95.1K - $95.4K
|
44.9K
$4.5M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-989- 3.98% |
$98.8K - $99.1K
|
23.9K
$2.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-998- 13.6% |
$99.7K - $100K
|
6.34K
$634K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.04K- 18.35% |
$104K - $104K
|
4.64K
$464K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.06K- 99.06% |
$105K - $106K
|
10
$1K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.14K- 9.67% |
$114K - $114K
|
10.7K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.22K- 13.34% |
$122K - $123K
|
7.94K
$795K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.25K- 22.96% |
$125K - $126K
|
4.2K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.31K- 16.51% |
$131K - $131K
|
6.62K
$663K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.32K- 5.17% |
$131K - $132K
|
24.1K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.4K- 6.56% |
$139K - $140K
|
19.9K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.42K- 14.04% |
$142K - $142K
|
8.7K
$871K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.44K- 15.23% |
$144K - $144K
|
8.02K
$802K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.46K- 14.32% |
$145K - $146K
|
8.72K
$873K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.47K- 41.02% |
$147K - $148K
|
2.12K
$212K
|