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 |
---|---|---|---|---|---|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
14,458
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2024
Reduced 85.84%
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 13, 2024 Q1 2024 |
14,130
shares
|
$1.41 Million
0.08% of portfolio
|
Q1 2024
Reduced 16.06%
|
|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
14,126
shares
|
$1.41 Million
0.13% of portfolio
|
Q1 2024
Reduced 54.98%
|
|
Cairn Investment Group, Inc.
|
Apr 15, 2024 Q1 2024 |
13,850
shares
|
$1.38 Million
0.8% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
Baldwin Brothers LLC
|
Apr 12, 2024 Q1 2024 |
13,595
shares
|
$1.36 Million
0.1% of portfolio
|
Q1 2024
Reduced 16.47%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
13,347
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.89%
|
|
Single Point Partners, LLC
|
Apr 11, 2024 Q1 2024 |
13,174
shares
|
$1.31 Million
0.31% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 10, 2024 Q1 2024 |
13,173
shares
|
$1.31 Million
0.3% of portfolio
|
Q1 2024
Reduced 17.46%
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
13,000
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
Warberg Asset Management LLC
Winnetka, IL |
May 06, 2024 Q1 2024 |
12,891
shares
|
$1.29 Million
9.21% of portfolio
|
Q1 2024
New holding
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
12,774
shares
|
$1.27 Million
0.37% of portfolio
|
Q1 2024
Added 20.55%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,692
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2022
Reduced 8.23%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
12,511
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
May 20, 2024 Q1 2024 |
12,398
shares
|
$1.24 Million
0.14% of portfolio
|
Q1 2024
Reduced 17.89%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
12,374
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2024
Added 9.39%
|
|
Salvus Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
12,117
shares
|
$1.21 Million
0.85% of portfolio
|
Q4 2023
Reduced 1.28%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
11,763
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.99%
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
11,473
shares
|
$1.14 Million
1.76% of portfolio
|
Q3 2023
Reduced 3.52%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
11,242
shares
|
$1.12 Million
0.11% of portfolio
|
Q1 2024
Added 3.11%
|
|
Essex Financial Services, Inc.
|
Apr 23, 2024 Q1 2024 |
11,130
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2024
Added 228.42%
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 15, 2024 Q1 2024 |
10,851
shares
|
$1.08 Million
0.42% of portfolio
|
Q1 2024
Reduced 19.95%
|
|
Inscription Capital, LLC
Houston, TX |
Apr 10, 2024 Q1 2024 |
10,727
shares
|
$1.07 Million
0.38% of portfolio
|
Q1 2024
Reduced 4.73%
|
|
Values First Advisors, Inc.
|
Apr 23, 2024 Q1 2024 |
10,621
shares
|
$1.06 Million
0.63% of portfolio
|
Q1 2024
Reduced 28.43%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
10,254
shares
|
$1.02 Million
0.13% of portfolio
|
Q1 2024
Reduced 39.65%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
10,225
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2024
Added 357.9%
|