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 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.98K+ 46.14% |
$697K - $700K
|
22.1K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 166.67% |
$4.99K - $5.01K
|
80
$8K
|
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
202KNew |
$20.2M - $20.3M
|
202K
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-854- 5.53% |
$85.3K - $85.6K
|
14.6K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-350- 5.52% |
$34.9K - $35.1K
|
5.99K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.98K+ 52.52% |
$397K - $398K
|
11.5K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.05KNew |
$604K - $606K
|
6.05K
$605K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4+ 8.89% |
$399 - $401
|
49
$4.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.49KNew |
$248K - $249K
|
2.49K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
472+ 0.77% |
$47.1K - $47.3K
|
61.5K
$6.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.57KNew |
$357K - $358K
|
3.57K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-166- 7.02% |
$16.6K - $16.6K
|
2.2K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30- 0.8% |
$2.99K - $3.01K
|
3.73K
$373K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.07K- 14.87% |
$106K - $107K
|
6.11K
$611K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-107- 1.06% |
$10.7K - $10.7K
|
9.95K
$995K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.04KNew |
$104K - $104K
|
1.04K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$29.9K - $30.1K
|
300
$30K
|
|
|
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
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
43.6KNew |
$4.35M - $4.36M
|
43.6K
$4.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3KNew |
$1.03M - $1.03M
|
10.3K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-491- 17.88% |
$49K - $49.2K
|
2.26K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
2.73KNew |
$273K - $274K
|
2.73K
$273K
|
|
|
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 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-339- 99.71% |
$33.8K - $34K
|
1
$100
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-62- 9.81% |
$6.19K - $6.21K
|
570
$57K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
2.39KNew |
$238K - $239K
|
2.39K
$239K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 16.67% |
$99.8 - $100
|
7
$700
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-640- 41.42% |
$63.9K - $64.1K
|
905
$90.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4K- 62.02% |
$399K - $401K
|
2.45K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1K- 19.23% |
$99.8K - $100K
|
4.2K
$420K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
750+ 31.06% |
$74.9K - $75.1K
|
3.17K
$317K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2.42KNew |
$241K - $242K
|
2.42K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
200New |
$20K - $20K
|
200
$20K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 2.98% |
$116K - $116K
|
37.7K
$3.77M
|
|
|
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
|
North Rock Partners, LLC
|
SELL
|
- |
-9- 1.09% |
$898 - $902
|
818
$81.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.17K- 7.18% |
$117K - $118K
|
15.2K
$1.52M
|
|
|
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
$8.6K
|
|
|
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
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.62K- 99.89% |
$361K - $363K
|
4
$400
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
25.9KNew |
$2.59M - $2.6M
|
25.9K
$2.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-10- 0.5% |
$998 - $1K
|
2.01K
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-4.82K- 59.94% |
$481K - $483K
|
3.22K
$322K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.05KNew |
$404K - $406K
|
4.05K
$405K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-125- 3.03% |
$12.5K - $12.5K
|
3.99K
$400K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-14.1K- 83.63% |
$1.41M - $1.41M
|
2.76K
$276K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.06K- 99.06% |
$105K - $106K
|
10
$1K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.3K+ 1429900.0% |
$1.43M - $1.43M
|
14.3K
$1.43M
|
|