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 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 18.87% |
$150K - $150K
|
6.45K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.63K- 1.84% |
$163K - $163K
|
87K
$8.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.63K- 36.05% |
$163K - $163K
|
2.89K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.68K- 14.4% |
$168K - $168K
|
9.99K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.77K- 36.89% |
$176K - $177K
|
3.02K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-1.83K- 6.04% |
$182K - $183K
|
28.4K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.06K- 9.27% |
$205K - $206K
|
20.1K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.16K- 14.6% |
$215K - $216K
|
12.6K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.37K- 39.33% |
$237K - $238K
|
3.66K
$367K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.44K- 57.97% |
$243K - $244K
|
1.77K
$177K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.49K- 24.12% |
$249K - $250K
|
7.85K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.27K- 5.84% |
$326K - $327K
|
52.6K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-3.37K- 2.42% |
$337K - $338K
|
136K
$13.6M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.51K- 2.66% |
$350K - $351K
|
128K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-3.64K- 35.91% |
$364K - $365K
|
6.5K
$651K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.73K- 56.7% |
$372K - $374K
|
2.85K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.07K- 62.31% |
$407K - $408K
|
2.46K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.36K- 57.63% |
$435K - $436K
|
3.2K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.77K- 25.7% |
$476K - $478K
|
13.8K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-4.78K- 23.64% |
$477K - $479K
|
15.4K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.92K- 15.1% |
$491K - $493K
|
27.7K
$2.77M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.59K- 31.92% |
$558K - $560K
|
11.9K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.91K- 9.96% |
$590K - $592K
|
53.4K
$5.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-6.16K- 21.8% |
$615K - $617K
|
22.1K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.4K- 14.0% |
$639K - $641K
|
39.3K
$3.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.47K- 12.49% |
$646K - $648K
|
45.3K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-6.65K- 5.62% |
$664K - $666K
|
112K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.72K- 9.28% |
$670K - $673K
|
65.7K
$6.57M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-7.08K- 62.91% |
$707K - $709K
|
4.17K
$418K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.11K- 66.23% |
$710K - $712K
|
3.63K
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-7.48K- 5.4% |
$746K - $749K
|
131K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.5K- 10.95% |
$749K - $752K
|
61K
$6.11M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.68K- 42.13% |
$767K - $770K
|
10.6K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.8K- 61.37% |
$779K - $781K
|
4.91K
$491K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7.81K- 50.35% |
$780K - $782K
|
7.7K
$771K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-7.82K- 32.46% |
$781K - $783K
|
16.3K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-12.5K- 21.23% |
$1.25M - $1.26M
|
46.5K
$4.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-13.5K- 51.8% |
$1.35M - $1.35M
|
12.6K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.6K- 26.51% |
$1.35M - $1.36M
|
37.6K
$3.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-13.8K- 36.94% |
$1.37M - $1.38M
|
23.5K
$2.35M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-13.8K- 28.63% |
$1.38M - $1.39M
|
34.5K
$3.45M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-14.2K- 13.82% |
$1.41M - $1.42M
|
88.3K
$8.84M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-14.2K- 45.22% |
$1.42M - $1.42M
|
17.2K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.4K- 13.12% |
$1.44M - $1.45M
|
95.6K
$9.57M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.9K- 48.41% |
$1.59M - $1.6M
|
17K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-16.2K- 6.21% |
$1.62M - $1.63M
|
245K
$24.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.5K- 83.88% |
$1.74M - $1.75M
|
3.36K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.1K- 34.66% |
$1.91M - $1.92M
|
36.1K
$3.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-21.8K- 47.8% |
$2.18M - $2.19M
|
23.9K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25K- 47.06% |
$2.49M - $2.5M
|
28.1K
$2.81M
|