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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
129+ 1.01% |
$12.9K - $12.9K
|
12.8K
$1.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
120New |
$12K - $12K
|
120
$12K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
91+ 0.77% |
$9.08K - $9.12K
|
11.9K
$1.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
86+ 1.11% |
$8.58K - $8.62K
|
7.84K
$785K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
68+ 4.09% |
$6.79K - $6.82K
|
1.73K
$173K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39+ 0.51% |
$3.89K - $3.91K
|
7.72K
$772K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
21+ 0.31% |
$2.1K - $2.1K
|
6.87K
$688K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
19+ 3.24% |
$1.9K - $1.9K
|
605
$60.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
6New |
$599 - $601
|
6
$600
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 0.96% |
$599 - $601
|
633
$63.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.22% |
$200 - $200
|
903
$90.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2+ 0.06% |
$200 - $200
|
3.2K
$320K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-9- 0.53% |
$898 - $902
|
1.68K
$168K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-27- 1.16% |
$2.7K - $2.71K
|
2.3K
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-43- 0.22% |
$4.29K - $4.31K
|
19.5K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-46- 1.36% |
$4.59K - $4.61K
|
3.33K
$333K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50- 4.7% |
$4.99K - $5.01K
|
1.01K
$101K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-58- 2.55% |
$5.79K - $5.81K
|
2.22K
$222K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64- 2.32% |
$6.39K - $6.41K
|
2.7K
$270K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-75- 1.99% |
$7.49K - $7.52K
|
3.7K
$370K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-83- 2.48% |
$8.29K - $8.32K
|
3.27K
$327K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-131- 0.75% |
$13.1K - $13.1K
|
17.3K
$1.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-153- 5.39% |
$15.3K - $15.3K
|
2.69K
$269K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-160- 4.09% |
$16K - $16K
|
3.75K
$375K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-231- 1.08% |
$23.1K - $23.2K
|
21.2K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-274- 8.26% |
$27.4K - $27.5K
|
3.05K
$305K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-350- 1.12% |
$34.9K - $35.1K
|
30.8K
$3.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-365- 4.44% |
$36.4K - $36.6K
|
7.86K
$786K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-392- 13.11% |
$39.1K - $39.3K
|
2.6K
$260K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-392- 5.7% |
$39.1K - $39.3K
|
6.48K
$649K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-430- 3.73% |
$42.9K - $43.1K
|
11.1K
$1.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-457- 5.98% |
$45.6K - $45.8K
|
7.19K
$720K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-531- 24.65% |
$53K - $53.2K
|
1.62K
$162K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-549- 1.63% |
$54.8K - $55K
|
33.2K
$3.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-646- 7.52% |
$64.5K - $64.7K
|
7.95K
$795K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-675- 14.13% |
$67.4K - $67.7K
|
4.1K
$411K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-675- 2.96% |
$67.4K - $67.7K
|
22.1K
$2.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-730- 5.62% |
$72.9K - $73.2K
|
12.3K
$1.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-828- 6.93% |
$82.7K - $83K
|
11.1K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-935- 21.09% |
$93.3K - $93.7K
|
3.5K
$350K
|
|
|
Oct 28, 2025
Q3 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-950- 10.61% |
$94.8K - $95.2K
|
8K
$800K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-951- 12.57% |
$94.9K - $95.3K
|
6.62K
$662K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 4.5% |
$101K - $102K
|
21.6K
$2.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.02K- 10.46% |
$102K - $102K
|
8.73K
$873K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.54K- 34.56% |
$154K - $155K
|
2.92K
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.62K- 10.85% |
$161K - $162K
|
13.3K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-1.65K- 17.23% |
$165K - $166K
|
7.94K
$794K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.72K- 31.48% |
$172K - $173K
|
3.75K
$375K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.74K- 5.72% |
$173K - $174K
|
28.6K
$2.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.77K- 4.96% |
$176K - $177K
|
33.8K
$3.38M
|