Institutional Ownership Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL). We have compiled data on the 368 institutions that hold shares in the stock, with a total of 50.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,268
shares
|
$727,236
0.09% of portfolio
|
Q2 2025
Reduced 95.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
7,236
shares
|
$724,034
0.01% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
6,876
shares
|
$688,012
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,853
shares
|
$685,711
0.02% of portfolio
|
Q1 2025
Added 22.09%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
6,853
shares
|
$685,711
0.12% of portfolio
|
Q2 2025
Reduced 42.24%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
6,852
shares
|
$685,611
0.57% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,539
shares
|
$654,292
0.02% of portfolio
|
Q2 2025
Added 80.89%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
6,435
shares
|
$643,886
0.38% of portfolio
|
Q2 2025
Reduced 60.45%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
6,303
shares
|
$630,678
0.01% of portfolio
|
Q2 2025
Added 144.11%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
6,223
shares
|
$622,673
0.19% of portfolio
|
Q2 2025
Added 32.94%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
6,189
shares
|
$619,271
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
6,105
shares
|
$610,866
0.02% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
6,084
shares
|
$608,765
0.37% of portfolio
|
Q2 2025
Added 39.03%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
6,081
shares
|
$608,464
0.13% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
6,067
shares
|
$607,064
0.01% of portfolio
|
Q2 2025
Added 29.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
6,046
shares
|
$604,962
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
5,988
shares
|
$599,159
0.18% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,954
shares
|
$595,757
0.01% of portfolio
|
Q3 2023
Reduced 94.31%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
5,795
shares
|
$579,847
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
5,704
shares
|
$570,742
0.99% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,676
shares
|
$567,940
0.38% of portfolio
|
Q3 2024
Reduced 32.33%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
5,476
shares
|
$547,928
0.14% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,441
shares
|
$544,426
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,434
shares
|
$543,726
0.01% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
5,253
shares
|
$525,615
0.37% of portfolio
|
Q2 2025
Added 34.59%
|