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 370 institutions that hold shares in the stock, with a total of 90.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
329,441
shares
|
$33 Million
0.09% of portfolio
|
Q2 2025
Added 54.57%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
305,834
shares
|
$30.6 Million
1.1% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
305,175
shares
|
$30.5 Million
2.84% of portfolio
|
Q1 2025
Added 167.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
294,429
shares
|
$29.5 Million
0.03% of portfolio
|
Q1 2025
Added 19.38%
|
|
|
Rock Creek Group, LP
|
May 13, 2025 Q1 2025 |
257,010
shares
|
$25.7 Million
3.0% of portfolio
|
Q1 2025
Reduced 44.56%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
256,747
shares
|
$25.7 Million
8.51% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
234,993
shares
|
$23.5 Million
11.31% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
224,251
shares
|
$22.4 Million
4.58% of portfolio
|
Q1 2025
Added 49.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
220,548
shares
|
$22.1 Million
0.14% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
210,100
shares
|
$21 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
196,473
shares
|
$19.7 Million
0.03% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
192,829
shares
|
$19.3 Million
0.85% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
186,406
shares
|
$18.6 Million
0.61% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
183,149
shares
|
$18.3 Million
4.0% of portfolio
|
Q2 2025
Added 39.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
179,711
shares
|
$18 Million
0.25% of portfolio
|
Q1 2025
Added 28.44%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
177,194
shares
|
$17.7 Million
0.11% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
172,830
shares
|
$17.3 Million
2.64% of portfolio
|
Q1 2025
Added 29.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
153,453
shares
|
$15.4 Million
0.03% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
151,053
shares
|
$15.1 Million
0.0% of portfolio
|
Q1 2025
Added 54.42%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
139,655
shares
|
$14 Million
0.49% of portfolio
|
Q1 2025
Reduced 57.44%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
136,243
shares
|
$13.6 Million
11.76% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
130,771
shares
|
$13.1 Million
0.01% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
129,689
shares
|
$13 Million
0.0% of portfolio
|
Q1 2025
Reduced 72.57%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
129,167
shares
|
$12.9 Million
2.12% of portfolio
|
Q1 2025
New holding
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
128,210
shares
|
$12.8 Million
1.02% of portfolio
|
Q1 2025
Reduced 2.66%
|