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 |
|---|---|---|---|---|---|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
123,083
shares
|
$12.3 Million
1.75% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
119,471
shares
|
$12 Million
7.57% of portfolio
|
Q2 2025
Added 35.36%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
119,433
shares
|
$12 Million
1.83% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
116,622
shares
|
$11.7 Million
3.02% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
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%
|
|
|
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%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
102,815
shares
|
$10.3 Million
0.14% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
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%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
97,688
shares
|
$9.77 Million
1.04% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
96,572
shares
|
$9.66 Million
0.28% of portfolio
|
Q2 2025
Added 96.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
89,809
shares
|
$8.99 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
89,402
shares
|
$8.95 Million
2.55% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
85,385
shares
|
$8.54 Million
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
84,154
shares
|
$8.42 Million
2.05% of portfolio
|
Q2 2025
Added 167.75%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
81,073
shares
|
$8.11 Million
0.26% of portfolio
|
Q2 2025
Reduced 33.76%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
78,866
shares
|
$7.89 Million
0.67% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
76,594
shares
|
$7.66 Million
0.38% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
76,534
shares
|
$7.66 Million
6.49% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
72,363
shares
|
$7.24 Million
2.7% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
67,689
shares
|
$6.77 Million
1.75% of portfolio
|
Q2 2025
Added 38.58%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
66,077
shares
|
$6.61 Million
0.89% of portfolio
|
Q2 2025
Reduced 25.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
65,200
shares
|
$6.52 Million
0.05% of portfolio
|
Q2 2025
Added 147.85%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
63,915
shares
|
$6.4 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tevis Investment Management
|
Aug 01, 2025 Q2 2025 |
62,134
shares
|
$6.22 Million
4.09% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
61,577
shares
|
$6.16 Million
1.16% of portfolio
|
Q2 2025
Reduced 6.23%
|