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 |
---|---|---|---|---|---|
Alterna Wealth Management, Inc
Houston, TX |
May 03, 2024 Q1 2024 |
10,144
shares
|
$1.01 Million
1.01% of portfolio
|
Q1 2024
Added 322.14%
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
May 02, 2024 Q1 2024 |
9,974
shares
|
$995,006
0.72% of portfolio
|
Q1 2024
New holding
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
9,921
shares
|
$989,718
0.24% of portfolio
|
Q1 2024
Added 10.44%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
9,511
shares
|
$948,817
0.79% of portfolio
|
Q1 2024
Reduced 36.67%
|
|
Motive Wealth Advisors
|
May 06, 2024 Q1 2024 |
8,741
shares
|
$872,002
0.53% of portfolio
|
Q1 2024
Added 89.57%
|
|
Planning Capital Management Corp
Paoli, PA |
Apr 26, 2024 Q1 2024 |
8,540
shares
|
$851,950
0.63% of portfolio
|
Q1 2024
Added 67.58%
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
8,495
shares
|
$847,461
1.45% of portfolio
|
Q2 2022
New holding
|
|
Sightline Wealth Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
8,433
shares
|
$841,276
0.56% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
8,373
shares
|
$835,290
0.14% of portfolio
|
Q1 2024
Reduced 87.42%
|
|
Synergy Financial Group, LTD
|
May 15, 2024 Q1 2024 |
8,244
shares
|
$822,421
0.95% of portfolio
|
Q1 2024
Added 27.89%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
8,215
shares
|
$819,528
0.03% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,207
shares
|
$818,730
0.08% of portfolio
|
Q4 2022
Reduced 77.96%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
8,151
shares
|
$813,143
0.09% of portfolio
|
Q1 2024
Added 31.36%
|
|
Private Portfolio Partners LLC
|
May 09, 2024 Q1 2024 |
8,084
shares
|
$806,459
0.17% of portfolio
|
Q1 2024
Added 18.24%
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Apr 30, 2024 Q1 2024 |
8,067
shares
|
$804,763
0.2% of portfolio
|
Q1 2024
Added 89.59%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
8,017
shares
|
$799,775
0.06% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,860
shares
|
$784,113
0.14% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
Accurate Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
7,702
shares
|
$768,351
0.22% of portfolio
|
Q1 2024
Added 101.1%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
7,554
shares
|
$753,587
0.19% of portfolio
|
Q1 2024
Added 10.99%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
7,528
shares
|
$750,993
0.0% of portfolio
|
Q4 2023
Reduced 0.23%
|
|
Private Advisory Group LLC
Redmond, WA |
May 14, 2024 Q1 2024 |
7,409
shares
|
$739,121
0.11% of portfolio
|
Q1 2024
Added 7.63%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
7,005
shares
|
$698,818
0.02% of portfolio
|
Q1 2024
Added 15.79%
|
|
Rock Point Advisors, LLC
Burlington, VT |
May 10, 2024 Q1 2024 |
6,963
shares
|
$694,628
0.21% of portfolio
|
Q1 2024
Reduced 6.7%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
6,949
shares
|
$693,232
0.01% of portfolio
|
Q1 2024
Added 98.88%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
6,931
shares
|
$691,436
0.02% of portfolio
|
Q1 2024
Added 143.71%
|