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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
61,517
shares
|
$6.16 Million
0.06% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
59,688
shares
|
$5.97 Million
0.56% of portfolio
|
Q2 2025
Added 23.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,848
shares
|
$5.79 Million
0.01% of portfolio
|
Q3 2024
Added 22.08%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
57,817
shares
|
$5.79 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
56,871
shares
|
$5.69 Million
0.14% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
56,006
shares
|
$5.6 Million
2.43% of portfolio
|
Q2 2025
Reduced 39.87%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
55,940
shares
|
$5.6 Million
0.01% of portfolio
|
Q2 2025
Added 42.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
55,619
shares
|
$5.57 Million
0.11% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
53,466
shares
|
$5.35 Million
3.35% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
53,185
shares
|
$5.32 Million
0.47% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
52,695
shares
|
$5.27 Million
2.17% of portfolio
|
Q2 2025
Added 43.19%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
51,961
shares
|
$5.2 Million
3.22% of portfolio
|
Q2 2025
Added 1874.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
50,717
shares
|
$5.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
50,570
shares
|
$5.06 Million
1.12% of portfolio
|
Q4 2020
Reduced 1.37%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
48,792
shares
|
$4.88 Million
1.01% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
45,993
shares
|
$4.6 Million
0.02% of portfolio
|
Q2 2025
Added 22.33%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
45,002
shares
|
$4.5 Million
3.3% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
43,610
shares
|
$4.36 Million
0.15% of portfolio
|
Q2 2025
Added 73.68%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
43,314
shares
|
$4.33 Million
0.17% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
42,206
shares
|
$4.22 Million
0.49% of portfolio
|
Q1 2025
Added 21.39%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
41,943
shares
|
$4.2 Million
0.01% of portfolio
|
Q2 2025
Added 35.06%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
41,154
shares
|
$4.12 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
40,269
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
40,256
shares
|
$4.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
40,066
shares
|
$4.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.62%
|