Purchases and Sales Made in Q4 2024 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
102+ 0.71% |
$10.2K - $10.2K
|
14.4K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
90+ 0.03% |
$8.99K - $9.02K
|
261K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88New |
$8.79K - $8.82K
|
88
$8.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
75+ 0.37% |
$7.49K - $7.52K
|
20.4K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
50+ 35.71% |
$4.99K - $5.01K
|
190
$19K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45New |
$4.49K - $4.51K
|
45
$4.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
42New |
$4.19K - $4.21K
|
42
$4.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
39New |
$3.89K - $3.91K
|
39
$3.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
38+ 0.15% |
$3.79K - $3.81K
|
24.9K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 1.2% |
$3.49K - $3.51K
|
2.96K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
32New |
$3.2K - $3.21K
|
32
$3.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
30+ 1.01% |
$3K - $3.01K
|
3.01K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
27+ 1.74% |
$2.7K - $2.71K
|
1.58K
$158K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
16+ 0.13% |
$1.6K - $1.6K
|
12.7K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$999 - $1K
|
10
$1K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
9+ 0.24% |
$899 - $902
|
3.81K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.33% |
$799 - $802
|
2.45K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8+ 0.03% |
$799 - $802
|
25.5K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
3+ 1.08% |
$300 - $301
|
282
$28.2K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3New |
$300 - $301
|
3
$300
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$99.9 - $100
|
63.2K
$6.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4- 0.06% |
$399 - $401
|
6.56K
$656K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 0.76% |
$699 - $702
|
918
$91.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-9- 0.27% |
$899 - $902
|
3.26K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 94.12% |
$1.6K - $1.6K
|
1
$100
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 0.52% |
$1.8K - $1.8K
|
3.46K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-30- 1.31% |
$3K - $3.01K
|
2.26K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-34- 0.11% |
$3.39K - $3.41K
|
31.6K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-47- 0.34% |
$4.69K - $4.71K
|
13.8K
$1.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-51- 0.84% |
$5.09K - $5.11K
|
6.01K
$601K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-65- 1.77% |
$6.49K - $6.51K
|
3.62K
$362K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-79- 2.35% |
$7.89K - $7.92K
|
3.28K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-92- 0.64% |
$9.19K - $9.22K
|
14.3K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-103- 0.53% |
$10.3K - $10.3K
|
19.5K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-103- 6.19% |
$10.3K - $10.3K
|
1.56K
$156K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-150- 53.96% |
$15K - $15K
|
128
$12.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-169- 2.03% |
$16.9K - $16.9K
|
8.14K
$814K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-196- 2.22% |
$19.6K - $19.6K
|
8.64K
$864K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-203- 5.43% |
$20.3K - $20.3K
|
3.53K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-203- 6.87% |
$20.3K - $20.3K
|
2.75K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-216- 0.6% |
$21.6K - $21.6K
|
36K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-236- 0.76% |
$23.6K - $23.7K
|
30.7K
$3.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-237- 8.65% |
$23.7K - $23.8K
|
2.5K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-250- 9.56% |
$25K - $25.1K
|
2.37K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-252- 4.01% |
$25.2K - $25.3K
|
6.04K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-267- 7.69% |
$26.7K - $26.8K
|
3.21K
$321K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 10.0% |
$30K - $30.1K
|
2.7K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-325- 4.34% |
$32.5K - $32.6K
|
7.17K
$717K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-346- 8.24% |
$34.5K - $34.7K
|
3.85K
$385K
|