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 328 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
3,085
shares
|
$308,993
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$300,480
0.01% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
2,983
shares
|
$298,777
0.15% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,983
shares
|
$298,777
0.01% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
2,975
shares
|
$297,976
0.16% of portfolio
|
Q3 2024
Reduced 72.4%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,971
shares
|
$297,575
0.03% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
2,956
shares
|
$296,072
0.0% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,920
shares
|
$292,467
0.11% of portfolio
|
Q3 2024
Added 17.98%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
2,913
shares
|
$291,766
0.11% of portfolio
|
Q4 2023
Reduced 91.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,789
shares
|
$279,346
0.01% of portfolio
|
Q3 2024
Reduced 95.95%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,739
shares
|
$274,338
0.07% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,723
shares
|
$272,735
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
2,713
shares
|
$271,734
0.22% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,700
shares
|
$270,432
0.08% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
2,673
shares
|
$267,727
0.04% of portfolio
|
Q3 2024
Reduced 97.83%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,654
shares
|
$265,824
0.04% of portfolio
|
Q3 2024
Reduced 59.91%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,616
shares
|
$262,018
0.0% of portfolio
|
Q4 2023
Reduced 8.18%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,607
shares
|
$261,117
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
2,502
shares
|
$250,600
0.04% of portfolio
|
Q2 2024
Reduced 26.51%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
2,474
shares
|
$247,795
0.02% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,445
shares
|
$244,891
0.02% of portfolio
|
Q3 2024
Reduced 55.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
2,432
shares
|
$243,589
0.02% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,385
shares
|
$238,881
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,331
shares
|
$233,472
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,287
shares
|
$229,065
0.02% of portfolio
|
Q3 2024
Reduced 18.99%
|