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 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
122,400
shares
|
$12.2 Million
0.45% of portfolio
|
Q1 2025
Added 166.49%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
111,765
shares
|
$11.2 Million
4.25% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
105,692
shares
|
$10.6 Million
3.07% of portfolio
|
Q1 2025
Added 27.13%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
105,368
shares
|
$10.5 Million
2.62% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
105,044
shares
|
$10.5 Million
1.14% of portfolio
|
Q1 2025
Added 31.2%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
104,903
shares
|
$10.5 Million
5.5% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,804
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
100,718
shares
|
$10.1 Million
0.16% of portfolio
|
Q1 2025
Added 49.47%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
96,572
shares
|
$9.64 Million
0.28% of portfolio
|
Q2 2025
Added 96.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
95,643
shares
|
$9.55 Million
0.1% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
93,149
shares
|
$9.3 Million
3.73% of portfolio
|
Q1 2025
Added 830.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
88,902
shares
|
$8.88 Million
0.3% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
88,261
shares
|
$8.81 Million
6.44% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
88,227
shares
|
$8.81 Million
2.69% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
88,120
shares
|
$8.8 Million
1.29% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
87,016
shares
|
$8.69 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
85,385
shares
|
$8.52 Million
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
76,534
shares
|
$7.64 Million
6.49% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
72,565
shares
|
$7.24 Million
0.02% of portfolio
|
Q4 2024
Added 32.87%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
72,363
shares
|
$7.22 Million
2.7% of portfolio
|
Q2 2025
New holding
|
|
|
Tevis Investment Management
|
Apr 25, 2025 Q1 2025 |
69,371
shares
|
$6.93 Million
5.1% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
65,667
shares
|
$6.56 Million
1.3% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
65,520
shares
|
$6.54 Million
0.63% of portfolio
|
Q4 2024
Added 398.29%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
65,420
shares
|
$6.53 Million
0.01% of portfolio
|
Q1 2025
Added 342.09%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
61,045
shares
|
$6.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.95%
|