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 |
|---|---|---|---|---|---|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
3,353
shares
|
$335,501
0.24% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
3,319
shares
|
$332,099
0.11% of portfolio
|
Q2 2025
Reduced 48.95%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
3,221
shares
|
$322,293
0.15% of portfolio
|
Q2 2025
Reduced 59.94%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
3,198
shares
|
$319,991
0.06% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
3,165
shares
|
$316,689
0.03% of portfolio
|
Q2 2025
Added 31.06%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
3,125
shares
|
$312,687
0.11% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
3,120
shares
|
$312,187
0.24% of portfolio
|
Q2 2025
Reduced 25.25%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,001
shares
|
$300,280
0.01% of portfolio
|
Q2 2025
Added 31.39%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,989
shares
|
$299,079
0.14% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
2,978
shares
|
$297,978
0.01% of portfolio
|
Q2 2025
Reduced 75.01%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,923
shares
|
$292,475
0.0% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
2,913
shares
|
$291,474
0.11% of portfolio
|
Q4 2023
Reduced 91.8%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
2,839
shares
|
$284,070
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,764
shares
|
$276,565
0.01% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,756
shares
|
$275,765
0.01% of portfolio
|
Q2 2025
Reduced 83.63%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,750
shares
|
$275,165
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,730
shares
|
$273,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,723
shares
|
$272,463
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,700
shares
|
$270,162
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
2,699
shares
|
$270,061
0.04% of portfolio
|
Q2 2025
Added 32.43%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
2,681
shares
|
$268,260
0.02% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,607
shares
|
$260,856
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
2,508
shares
|
$250,950
0.05% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
2,500
shares
|
$250,150
0.0% of portfolio
|
Q2 2025
Reduced 67.53%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
2,488
shares
|
$248,949
0.28% of portfolio
|
Q2 2025
New holding
|