Purchases and Sales Made in Q2 2025 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116K+ 54.57% |
$11.6M - $11.7M
|
329K
$32.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
72.4KNew |
$7.22M - $7.25M
|
72.4K
$7.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
52.2K+ 39.84% |
$5.21M - $5.23M
|
183K
$18.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
47.5K+ 96.6% |
$4.74M - $4.75M
|
96.6K
$9.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
10.2K+ 43.38% |
$1.02M - $1.02M
|
33.7K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
8.71K+ 433.28% |
$869K - $873K
|
10.7K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.78K+ 11.31% |
$577K - $579K
|
56.9K
$5.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.91K+ 58.14% |
$490K - $492K
|
13.4K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.05KNew |
$404K - $406K
|
4.05K
$404K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.69K+ 54.72% |
$268K - $269K
|
7.6K
$758K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.62K+ 2.17% |
$262K - $262K
|
123K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.27KNew |
$227K - $228K
|
2.27K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.19K+ 9.89% |
$218K - $219K
|
24.3K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 4.08% |
$218K - $219K
|
55.6K
$5.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.17K+ 6.88% |
$217K - $218K
|
33.8K
$3.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.15K+ 24.61% |
$214K - $215K
|
10.9K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.01K+ 10.16% |
$201K - $202K
|
21.8K
$2.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.71K+ 39.03% |
$171K - $171K
|
6.08K
$607K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.54K+ 32.94% |
$154K - $154K
|
6.22K
$621K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
1.53K+ 52.29% |
$153K - $153K
|
4.46K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.35K+ 34.59% |
$135K - $135K
|
5.25K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
843+ 18.2% |
$84.2K - $84.5K
|
5.48K
$547K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
350+ 1.14% |
$34.9K - $35.1K
|
31.2K
$3.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
295+ 0.35% |
$29.4K - $29.6K
|
85.4K
$8.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
287+ 0.67% |
$28.7K - $28.8K
|
43.3K
$4.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
76+ 4.79% |
$7.59K - $7.61K
|
1.66K
$166K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2- 0.06% |
$200 - $200
|
3.37K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-10- 0.5% |
$998 - $1K
|
2.01K
$200K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-100- 2.9% |
$9.98K - $10K
|
3.35K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-101- 2.49% |
$10.1K - $10.1K
|
3.95K
$394K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-125- 3.03% |
$12.5K - $12.5K
|
3.99K
$399K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-127- 7.19% |
$12.7K - $12.7K
|
1.64K
$164K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-155- 0.65% |
$15.5K - $15.5K
|
23.7K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-189- 1.81% |
$18.9K - $18.9K
|
10.2K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-368- 4.59% |
$36.7K - $36.9K
|
7.65K
$764K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-438- 12.78% |
$43.7K - $43.9K
|
2.99K
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-547- 2.75% |
$54.6K - $54.8K
|
19.4K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-605- 4.82% |
$60.4K - $60.6K
|
12K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-684- 5.82% |
$68.3K - $68.5K
|
11.1K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-788- 6.25% |
$78.7K - $78.9K
|
11.8K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-834- 5.3% |
$83.3K - $83.6K
|
14.9K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.47K- 3.17% |
$147K - $148K
|
45K
$4.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.8K- 45.48% |
$179K - $180K
|
2.15K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-1.85K- 17.13% |
$185K - $185K
|
8.95K
$894K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.26K- 2.11% |
$226K - $227K
|
105K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-3.18K- 48.95% |
$318K - $319K
|
3.32K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-4.82K- 59.94% |
$481K - $483K
|
3.22K
$322K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.84K- 22.84% |
$583K - $585K
|
19.7K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-7.39K- 8.8% |
$737K - $740K
|
76.5K
$7.64M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-11.6K- 41.54% |
$1.16M - $1.16M
|
16.4K
$1.63M
|