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 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-39- 1.8% |
$3.89K - $3.91K
|
2.13K
$213K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2.42KNew |
$241K - $242K
|
2.42K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.8K- 53.58% |
$2.27M - $2.28M
|
19.7K
$1.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
200New |
$20K - $20K
|
200
$20K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.88KNew |
$686K - $689K
|
6.88K
$688K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
736+ 11.32% |
$73.5K - $73.7K
|
7.24K
$724K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-199- 12.75% |
$19.9K - $19.9K
|
1.36K
$136K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-9.84K- 60.45% |
$982K - $986K
|
6.44K
$644K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.17K- 7.18% |
$117K - $118K
|
15.2K
$1.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-244K- 16.96% |
$24.4M - $24.5M
|
1.2M
$120M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.5K+ 73.68% |
$1.85M - $1.85M
|
43.6K
$4.36M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-9- 1.09% |
$898 - $902
|
818
$81.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.23K- 2.96% |
$123K - $123K
|
40.3K
$4.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 2.98% |
$116K - $116K
|
37.7K
$3.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.92K+ 80.89% |
$292K - $293K
|
6.54K
$654K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
79+ 0.99% |
$7.89K - $7.92K
|
8.1K
$810K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.46K+ 188.83% |
$545K - $547K
|
8.35K
$836K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
170+ 1.43% |
$17K - $17K
|
12.1K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
30+ 0.5% |
$2.99K - $3.01K
|
6.08K
$608K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-39.2K- 17.38% |
$3.92M - $3.93M
|
186K
$18.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
894+ 29.65% |
$89.2K - $89.6K
|
3.91K
$391K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.45K- 16.12% |
$245K - $246K
|
12.8K
$1.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-4.98K- 68.39% |
$497K - $499K
|
2.3K
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
7+ 8.86% |
$699 - $701
|
86
$8.61K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-101- 14.7% |
$10.1K - $10.1K
|
586
$58.6K
|
|
|
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
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10.9K+ 10.34% |
$1.09M - $1.1M
|
117K
$11.7M
|
|
|
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 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
14KNew |
$1.4M - $1.41M
|
14K
$1.4M
|
|
|
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
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
41.1MNew |
$4.1B - $4.11B
|
41.1M
$4.11B
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-5.17K- 69.0% |
$516K - $518K
|
2.32K
$233K
|
|
|
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 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
8+ 0.04% |
$799 - $802
|
19.5K
$1.95M
|
|
|
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 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
|