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 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-400- 5.13% |
$39.9K - $40.1K
|
7.4K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-418- 3.04% |
$41.7K - $41.9K
|
13.3K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-483- 1.05% |
$48.2K - $48.4K
|
45.7K
$4.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-496- 16.63% |
$49.5K - $49.7K
|
2.49K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-547- 20.61% |
$54.6K - $54.8K
|
2.11K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-582- 5.52% |
$58.1K - $58.3K
|
9.96K
$996K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-596- 4.86% |
$59.5K - $59.7K
|
11.7K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-600- 4.94% |
$59.9K - $60.1K
|
11.6K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-619- 19.25% |
$61.8K - $62K
|
2.6K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-668- 3.62% |
$66.7K - $66.9K
|
17.8K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-674- 3.71% |
$67.3K - $67.5K
|
17.5K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-684- 1.15% |
$68.3K - $68.6K
|
59K
$5.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-688- 49.25% |
$68.7K - $69K
|
709
$70.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-695- 11.32% |
$69.4K - $69.7K
|
5.45K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-699- 16.41% |
$69.8K - $70.1K
|
3.56K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-700- 2.97% |
$69.9K - $70.2K
|
22.9K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-720- 1.9% |
$71.9K - $72.2K
|
37.1K
$3.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-790- 24.38% |
$78.9K - $79.2K
|
2.45K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-803- 1.98% |
$80.2K - $80.5K
|
39.8K
$3.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-825- 6.51% |
$82.4K - $82.7K
|
11.8K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-869- 1.44% |
$86.8K - $87.1K
|
59.4K
$5.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-972- 13.61% |
$97.1K - $97.4K
|
6.17K
$617K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1K- 32.45% |
$99.9K - $100K
|
2.08K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.18K- 10.23% |
$117K - $118K
|
10.3K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.24K- 29.96% |
$124K - $124K
|
2.9K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.35K- 14.26% |
$135K - $135K
|
8.13K
$813K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.42K- 30.06% |
$142K - $142K
|
3.31K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.58K- 17.3% |
$158K - $158K
|
7.56K
$756K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.78K- 1.75% |
$178K - $178K
|
99.9K
$9.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.9K- 17.99% |
$189K - $190K
|
8.64K
$864K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.02K- 72.57% |
$202K - $203K
|
765
$76.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.03K- 43.24% |
$203K - $204K
|
2.67K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.23K- 28.44% |
$223K - $224K
|
5.61K
$561K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.25K- 28.38% |
$225K - $225K
|
5.68K
$568K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.29K- 12.19% |
$229K - $230K
|
16.5K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.37K- 10.0% |
$236K - $237K
|
21.3K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 32.82% |
$265K - $266K
|
5.43K
$543K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.67K- 9.96% |
$266K - $267K
|
24.1K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.71K- 18.58% |
$271K - $272K
|
11.9K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.21K- 17.83% |
$321K - $322K
|
14.8K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.22K- 4.56% |
$321K - $322K
|
67.4K
$6.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-3.62K- 34.3% |
$361K - $362K
|
6.93K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-4.66K- 36.19% |
$466K - $467K
|
8.22K
$822K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-4.98K- 56.95% |
$497K - $499K
|
3.77K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-5K- 33.88% |
$499K - $501K
|
9.75K
$975K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-5.12K- 10.05% |
$511K - $513K
|
45.8K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.15K- 15.42% |
$514K - $516K
|
28.2K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.76K- 11.14% |
$575K - $577K
|
45.9K
$4.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.34K- 11.1% |
$633K - $636K
|
50.8K
$5.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.66K- 61.29% |
$665K - $667K
|
4.2K
$420K
|