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 |
|---|---|---|---|---|---|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
28,402
shares
|
$2.84 Million
1.33% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
28,196
shares
|
$2.82 Million
0.05% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
28,110
shares
|
$2.81 Million
0.53% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,797
shares
|
$2.68 Million
0.04% of portfolio
|
Q3 2024
Added 118.95%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
26,652
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
26,306
shares
|
$2.63 Million
0.03% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
25,948
shares
|
$2.59 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
25,109
shares
|
$2.51 Million
0.1% of portfolio
|
Q1 2025
Added 82.04%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
24,274
shares
|
$2.42 Million
0.42% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
24,181
shares
|
$2.41 Million
0.49% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
24,141
shares
|
$2.41 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
24,139
shares
|
$2.41 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
23,862
shares
|
$2.38 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
23,702
shares
|
$2.37 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22,954
shares
|
$2.29 Million
1.53% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
22,631
shares
|
$2.26 Million
0.44% of portfolio
|
Q1 2025
Added 56.78%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
21,837
shares
|
$2.18 Million
0.3% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
21,431
shares
|
$2.14 Million
1.33% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
20,860
shares
|
$2.08 Million
1.77% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
20,792
shares
|
$2.08 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
20,106
shares
|
$2.01 Million
0.9% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
19,707
shares
|
$1.97 Million
0.09% of portfolio
|
Q2 2025
Reduced 22.84%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
19,633
shares
|
$1.96 Million
0.77% of portfolio
|
Q2 2022
Added 29.93%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
19,538
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
19,506
shares
|
$1.95 Million
1.0% of portfolio
|
Q2 2025
Added 0.04%
|