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 320 institutions that hold shares in the stock, with a total of 45.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.58 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Castle Rock Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
98,975
shares
|
$9.87 Million
2.72% of portfolio
|
Q1 2024
Reduced 23.76%
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
93,760
shares
|
$9.35 Million
1.07% of portfolio
|
Q1 2024
Reduced 15.98%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
87,139
shares
|
$8.69 Million
0.01% of portfolio
|
Q1 2024
Added 5.63%
|
|
Hohimer Wealth Management, LLC
|
May 07, 2024 Q1 2024 |
85,791
shares
|
$8.56 Million
2.07% of portfolio
|
Q1 2024
Added 21.97%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2024 Q1 2024 |
82,550
shares
|
$8.24 Million
0.34% of portfolio
|
Q1 2024
Added 0.42%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
81,841
shares
|
$8.16 Million
0.0% of portfolio
|
Q1 2024
Added 17.28%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 22, 2024 Q1 2024 |
78,571
shares
|
$7.84 Million
0.96% of portfolio
|
Q1 2024
Added 13.63%
|
|
Venture Visionary Partners LLC
|
May 13, 2024 Q1 2024 |
71,351
shares
|
$7.12 Million
0.35% of portfolio
|
Q1 2024
Reduced 13.86%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
71,264
shares
|
$7.11 Million
0.06% of portfolio
|
Q1 2024
Reduced 9.73%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
71,218
shares
|
$7.1 Million
0.05% of portfolio
|
Q1 2024
Added 33.54%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
70,126
shares
|
$7 Million
0.02% of portfolio
|
Q1 2024
Reduced 26.07%
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
May 08, 2024 Q1 2024 |
70,053
shares
|
$6.99 Million
1.63% of portfolio
|
Q1 2024
Added 15.08%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 06, 2024 Q1 2024 |
68,960
shares
|
$6.88 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
67,890
shares
|
$6.77 Million
0.12% of portfolio
|
Q1 2024
Added 0.01%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
64,051
shares
|
$6.39 Million
0.15% of portfolio
|
Q1 2024
Added 3.65%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
62,882
shares
|
$6.27 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
62,739
shares
|
$6.26 Million
0.02% of portfolio
|
Q1 2024
Added 109.11%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
60,665
shares
|
$6.05 Million
0.02% of portfolio
|
Q1 2024
Added 58.04%
|
|
Guidance Capital, Inc
Lousville, KY |
Apr 17, 2024 Q1 2024 |
60,191
shares
|
$6 Million
2.21% of portfolio
|
Q1 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
59,136
shares
|
$5.9 Million
0.05% of portfolio
|
Q1 2024
Added 5.71%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
58,734
shares
|
$5.86 Million
0.23% of portfolio
|
Q1 2024
Reduced 15.6%
|
|
Retireful, LLC
|
Apr 22, 2024 Q1 2024 |
55,415
shares
|
$5.53 Million
2.34% of portfolio
|
Q1 2024
Reduced 9.64%
|
|
Tevis Investment Management
|
Apr 16, 2024 Q1 2024 |
53,944
shares
|
$5.38 Million
4.67% of portfolio
|
Q1 2024
Added 17.38%
|
|
Destiny Wealth Partners, LLC
|
Apr 09, 2024 Q1 2024 |
51,541
shares
|
$5.14 Million
0.95% of portfolio
|
Q1 2024
Reduced 9.38%
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
50,570
shares
|
$5.04 Million
1.12% of portfolio
|
Q4 2020
Reduced 1.37%
|