Purchases and Sales Made in Q3 2025 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
138KNew |
$13.7M - $13.8M
|
138K
$13.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.5K+ 6.91% |
$9.23M - $9.27M
|
1.43M
$143M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
57K+ 171.07% |
$5.69M - $5.71M
|
90.3K
$9.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
45.3KNew |
$4.52M - $4.54M
|
45.3K
$4.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.2KNew |
$2.52M - $2.53M
|
25.2K
$2.52M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
23.6K+ 144.01% |
$2.35M - $2.36M
|
39.9K
$3.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
21.9K+ 1610.79% |
$2.19M - $2.2M
|
23.3K
$2.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
21K+ 11.49% |
$2.1M - $2.11M
|
204K
$20.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.1K+ 5.2% |
$1.71M - $1.72M
|
347K
$34.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16.4K+ 64.24% |
$1.64M - $1.65M
|
42K
$4.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13.4K+ 7287.5% |
$1.34M - $1.34M
|
13.6K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11.5K+ 11.93% |
$1.15M - $1.15M
|
108K
$10.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5K+ 12.29% |
$1.05M - $1.05M
|
95.9K
$9.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9.85K+ 73.73% |
$983K - $987K
|
23.2K
$2.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.76K+ 9.99% |
$974K - $978K
|
107K
$10.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.5K+ 14.95% |
$849K - $852K
|
65.4K
$6.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
8K+ 19.06% |
$798K - $801K
|
49.9K
$5M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.27K+ 3.33% |
$626K - $628K
|
195K
$19.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.47K+ 22.52% |
$546K - $548K
|
29.7K
$2.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.23KNew |
$522K - $525K
|
5.23K
$524K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.8KNew |
$479K - $481K
|
4.8K
$480K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
4.45K+ 9.55% |
$444K - $446K
|
51.1K
$5.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
4.22KNew |
$421K - $423K
|
4.22K
$422K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.81KNew |
$380K - $381K
|
3.81K
$381K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.71K+ 48.29% |
$370K - $371K
|
11.4K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.29K+ 36.89% |
$329K - $330K
|
12.2K
$1.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.86KNew |
$285K - $286K
|
2.86K
$286K
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.73K+ 52.96% |
$272K - $273K
|
7.88K
$788K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.63K+ 31.54% |
$263K - $264K
|
11K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.41K+ 5.53% |
$241K - $242K
|
46K
$4.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.12K+ 3.21% |
$212K - $213K
|
68.2K
$6.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.08KNew |
$207K - $208K
|
2.08K
$208K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$200K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.42K+ 22.77% |
$141K - $142K
|
7.64K
$764K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.4K+ 65.65% |
$139K - $140K
|
3.53K
$353K
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1KNew |
$99.8K - $100K
|
1K
$100K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
859+ 7.72% |
$85.7K - $86.1K
|
12K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
812+ 0.22% |
$81.1K - $81.4K
|
377K
$37.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
780+ 2.1% |
$77.9K - $78.2K
|
37.9K
$3.8M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
616+ 0.8% |
$61.5K - $61.7K
|
77.2K
$7.73M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
540+ 17.28% |
$53.9K - $54.1K
|
3.67K
$367K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
512New |
$51.1K - $51.3K
|
512
$51.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
438+ 3.65% |
$43.7K - $43.9K
|
12.4K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
401+ 19.87% |
$40K - $40.2K
|
2.42K
$242K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
339+ 1.4% |
$33.8K - $34K
|
24.5K
$2.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
330New |
$32.9K - $33.1K
|
330
$33K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
303+ 105.21% |
$30.2K - $30.4K
|
591
$59.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
255+ 1.58% |
$25.5K - $25.6K
|
16.4K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
254+ 15.49% |
$25.4K - $25.5K
|
1.89K
$190K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
250+ 4.76% |
$25K - $25.1K
|
5.5K
$551K
|