Latest Institutional Transactions on Goldman Sachs Access Treasury (GBIL)
This table provides information on the latest institutional transactions involving Goldman Sachs Access Treasury (GBIL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.07K- 4.5% |
$107K - $108K
|
22.8K
$2.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
14KNew |
$1.4M - $1.41M
|
14K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-101- 14.7% |
$10.1K - $10.1K
|
586
$58.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10.9K+ 10.34% |
$1.09M - $1.1M
|
117K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
289+ 1.82% |
$28.9K - $29K
|
16.1K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.29K+ 13.11% |
$129K - $129K
|
11.1K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-68- 2.08% |
$6.79K - $6.81K
|
3.2K
$320K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-25.2K- 38.45% |
$2.51M - $2.52M
|
40.3K
$4.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
52+ 61.9% |
$5.19K - $5.21K
|
136
$13.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-6.86K- 2.84% |
$685K - $687K
|
235K
$23.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-303K- 9.87% |
$30.2M - $30.3M
|
2.77M
$277M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.62K- 99.89% |
$361K - $363K
|
4
$400
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-7.36K- 7.0% |
$734K - $737K
|
97.7K
$9.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
834+ 4.35% |
$83.3K - $83.6K
|
20K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12K+ 539.22% |
$1.2M - $1.2M
|
14.2K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-5.17K- 69.0% |
$516K - $518K
|
2.32K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-5.41K- 39.68% |
$540K - $542K
|
8.22K
$823K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
15.9K+ 43.19% |
$1.59M - $1.59M
|
52.7K
$5.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 59.22% |
$186K - $187K
|
5.02K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
41.1MNew |
$4.1B - $4.11B
|
41.1M
$4.11B
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-839- 3.77% |
$83.8K - $84.1K
|
21.4K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-605- 6.58% |
$60.4K - $60.6K
|
8.59K
$860K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
8+ 0.04% |
$799 - $802
|
19.5K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 35.06% |
$1.09M - $1.09M
|
41.9K
$4.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4+ 0.02% |
$399 - $401
|
24.2K
$2.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
25.9KNew |
$2.59M - $2.6M
|
25.9K
$2.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.53K- 12.75% |
$352K - $353K
|
24.1K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
10.2K+ 43.38% |
$1.02M - $1.02M
|
33.7K
$3.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.71K+ 39.03% |
$171K - $171K
|
6.08K
$609K
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-1.85K- 17.13% |
$185K - $185K
|
8.95K
$895K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-605- 4.82% |
$60.4K - $60.6K
|
12K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
8.71K+ 433.28% |
$869K - $873K
|
10.7K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
287+ 0.67% |
$28.7K - $28.8K
|
43.3K
$4.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-7.39K- 8.8% |
$737K - $740K
|
76.5K
$7.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116K+ 54.57% |
$11.6M - $11.7M
|
329K
$33M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-11.6K- 41.54% |
$1.16M - $1.16M
|
16.4K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.69K+ 54.72% |
$268K - $269K
|
7.6K
$760K
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.8K- 45.48% |
$179K - $180K
|
2.15K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2- 0.06% |
$200 - $200
|
3.37K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.27KNew |
$227K - $228K
|
2.27K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-10- 0.5% |
$998 - $1K
|
2.01K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.35K+ 34.59% |
$135K - $135K
|
5.25K
$526K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
350+ 1.14% |
$34.9K - $35.1K
|
31.2K
$3.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-684- 5.82% |
$68.3K - $68.5K
|
11.1K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.91K+ 58.14% |
$490K - $492K
|
13.4K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
52.2K+ 39.84% |
$5.21M - $5.23M
|
183K
$18.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.26K- 2.11% |
$226K - $227K
|
105K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-145K- 95.22% |
$14.5M - $14.5M
|
7.27K
$727K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
72.4KNew |
$7.22M - $7.25M
|
72.4K
$7.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.19K+ 9.89% |
$218K - $219K
|
24.3K
$2.43M
|