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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
22.4K+ 7.35% |
$2.24M - $2.25M
|
328K
$32.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
602+ 5.51% |
$60.1K - $60.3K
|
11.5K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$29.9K - $30.1K
|
300
$30K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
33+ 1.54% |
$3.29K - $3.31K
|
2.17K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.1K+ 6.84% |
$1.21M - $1.21M
|
189K
$18.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.75KNew |
$475K - $476K
|
4.75K
$476K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
622+ 706.82% |
$62.1K - $62.3K
|
710
$71K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.54K+ 7.88% |
$154K - $154K
|
21.1K
$2.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
43.6KNew |
$4.35M - $4.36M
|
43.6K
$4.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-374- 4.71% |
$37.3K - $37.5K
|
7.57K
$757K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 24.86% |
$1.04M - $1.04M
|
31.4K
$3.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12.3K- 18.83% |
$1.23M - $1.24M
|
53.2K
$5.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.4K+ 4.83% |
$140K - $141K
|
30.4K
$3.04M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
300+ 0.96% |
$29.9K - $30.1K
|
31.7K
$3.17M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
41.2K+ 13.47% |
$4.11M - $4.13M
|
347K
$34.7M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.19KNew |
$618K - $620K
|
6.19K
$619K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.75KNew |
$275K - $276K
|
2.75K
$275K
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-37.1K- 39.87% |
$3.71M - $3.72M
|
56K
$5.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-95- 1.37% |
$9.48K - $9.52K
|
6.85K
$686K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24- 3.14% |
$2.4K - $2.4K
|
741
$74.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
33.3KNew |
$3.32M - $3.34M
|
33.3K
$3.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-491- 17.88% |
$49K - $49.2K
|
2.26K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-35- 0.22% |
$3.49K - $3.51K
|
16.1K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5.2K- 67.53% |
$519K - $521K
|
2.5K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.48K- 9.86% |
$348K - $349K
|
31.8K
$3.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.94K- 75.01% |
$892K - $895K
|
2.98K
$298K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13.6K+ 2.39% |
$1.35M - $1.36M
|
580K
$58.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.7K+ 42.4% |
$1.66M - $1.67M
|
55.9K
$5.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.2K+ 25.58% |
$3.92M - $3.93M
|
193K
$19.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3KNew |
$1.03M - $1.03M
|
10.3K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
2.73KNew |
$273K - $274K
|
2.73K
$273K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-525- 1.86% |
$52.4K - $52.6K
|
27.7K
$2.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
11.4K+ 23.55% |
$1.14M - $1.14M
|
59.7K
$5.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.18K+ 1.33% |
$117K - $118K
|
89.4K
$8.95M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
31.8KNew |
$3.17M - $3.18M
|
31.8K
$3.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.15K- 9.37% |
$814K - $817K
|
78.9K
$7.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.29K+ 68.66% |
$528K - $530K
|
13K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18.8K+ 38.58% |
$1.88M - $1.89M
|
67.7K
$6.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.27K+ 1718.95% |
$326K - $327K
|
3.46K
$346K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.76K+ 43.6% |
$775K - $778K
|
25.6K
$2.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7K+ 3.34% |
$1.27M - $1.27M
|
393K
$39.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-89- 1.13% |
$8.88K - $8.92K
|
7.76K
$776K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
96+ 18.08% |
$9.58K - $9.62K
|
627
$62.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.15K+ 13.05% |
$314K - $316K
|
27.3K
$2.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-25.4K- 52.67% |
$2.54M - $2.55M
|
22.9K
$2.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
1.06K+ 25.92% |
$106K - $106K
|
5.15K
$515K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.33K- 22.07% |
$233K - $233K
|
8.23K
$823K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-11.6K- 33.68% |
$1.16M - $1.16M
|
22.9K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-168- 0.96% |
$16.8K - $16.8K
|
17.4K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
188New |
$18.8K - $18.8K
|
188
$18.8K
|