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 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
25.9KNew |
$2.59M - $2.6M
|
25.9K
$2.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4+ 0.02% |
$399 - $401
|
24.2K
$2.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 35.06% |
$1.09M - $1.09M
|
41.9K
$4.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.53K- 12.75% |
$352K - $353K
|
24.1K
$2.41M
|
|
|
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
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
10.2K+ 43.38% |
$1.02M - $1.02M
|
33.7K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.71K+ 39.03% |
$171K - $171K
|
6.08K
$607K
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-1.85K- 17.13% |
$185K - $185K
|
8.95K
$894K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-605- 4.82% |
$60.4K - $60.6K
|
12K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
287+ 0.67% |
$28.7K - $28.8K
|
43.3K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-7.39K- 8.8% |
$737K - $740K
|
76.5K
$7.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116K+ 54.57% |
$11.6M - $11.7M
|
329K
$32.9M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-11.6K- 41.54% |
$1.16M - $1.16M
|
16.4K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.69K+ 54.72% |
$268K - $269K
|
7.6K
$758K
|
|
|
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
$200K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.35K+ 34.59% |
$135K - $135K
|
5.25K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
350+ 1.14% |
$34.9K - $35.1K
|
31.2K
$3.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.91K+ 58.14% |
$490K - $492K
|
13.4K
$1.33M
|
|
|
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 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-684- 5.82% |
$68.3K - $68.5K
|
11.1K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-145K- 95.22% |
$14.5M - $14.5M
|
7.27K
$726K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
72.4KNew |
$7.22M - $7.25M
|
72.4K
$7.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.19K+ 9.89% |
$218K - $219K
|
24.3K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-438- 12.78% |
$43.7K - $43.9K
|
2.99K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.47K- 3.17% |
$147K - $148K
|
45K
$4.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-368- 4.59% |
$36.7K - $36.9K
|
7.65K
$764K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-4.82K- 59.94% |
$481K - $483K
|
3.22K
$322K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.78K+ 11.31% |
$577K - $579K
|
56.9K
$5.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.05KNew |
$404K - $406K
|
4.05K
$404K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-788- 6.25% |
$78.7K - $78.9K
|
11.8K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.15K+ 24.61% |
$214K - $215K
|
10.9K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-127- 7.19% |
$12.7K - $12.7K
|
1.64K
$164K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-834- 5.3% |
$83.3K - $83.6K
|
14.9K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.17K+ 6.88% |
$217K - $218K
|
33.8K
$3.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 4.08% |
$218K - $219K
|
55.6K
$5.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
1.53K+ 52.29% |
$153K - $153K
|
4.46K
$445K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-125- 3.03% |
$12.5K - $12.5K
|
3.99K
$399K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
295+ 0.35% |
$29.4K - $29.6K
|
85.4K
$8.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.01K+ 10.16% |
$201K - $202K
|
21.8K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
47.5K+ 96.6% |
$4.74M - $4.75M
|
96.6K
$9.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-3.18K- 48.95% |
$318K - $319K
|
3.32K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.54K+ 32.94% |
$154K - $154K
|
6.22K
$621K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
843+ 18.2% |
$84.2K - $84.5K
|
5.48K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-189- 1.81% |
$18.9K - $18.9K
|
10.2K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-547- 2.75% |
$54.6K - $54.8K
|
19.4K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-209K- 85.49% |
$20.9M - $21M
|
35.6K
$3.55M
|