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 |
---|---|---|---|---|---|
Caprock Group, Inc.
|
Apr 29, 2024 Q1 2024 |
6,837
shares
|
$682,059
0.04% of portfolio
|
Q1 2024
New holding
|
|
Mengis Capital Management, Inc.
|
May 14, 2024 Q1 2024 |
6,750
shares
|
$673,380
0.11% of portfolio
|
Q1 2024
Reduced 27.69%
|
|
Anderson Hoagland & CO
|
Apr 11, 2024 Q1 2024 |
6,748
shares
|
$673,180
0.08% of portfolio
|
Q1 2024
Added 0.58%
|
|
Blue Square Asset Management, LLC
New York, NY |
May 03, 2024 Q1 2024 |
6,295
shares
|
$627,989
0.42% of portfolio
|
Q4 2023
Reduced 96.71%
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 14, 2024 Q1 2024 |
6,248
shares
|
$623,300
0.49% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
6,190
shares
|
$617,514
0.01% of portfolio
|
Q1 2024
Reduced 12.48%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
6,101
shares
|
$608,635
0.13% of portfolio
|
Q1 2024
Added 3.6%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
6,099
shares
|
$608,436
0.0% of portfolio
|
Q1 2024
Reduced 20.52%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,954
shares
|
$593,971
0.01% of portfolio
|
Q3 2023
Reduced 94.31%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 12, 2024 Q1 2024 |
5,936
shares
|
$592,175
0.14% of portfolio
|
Q1 2024
Reduced 12.85%
|
|
Keystone Wealth Services, LLC
|
Apr 12, 2024 Q1 2024 |
5,579
shares
|
$556,561
0.2% of portfolio
|
Q1 2024
Reduced 4.19%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 15, 2024 Q1 2024 |
5,503
shares
|
$548,979
0.16% of portfolio
|
Q1 2024
Reduced 21.77%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
5,311
shares
|
$529,825
0.0% of portfolio
|
Q1 2024
Reduced 1.59%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
5,300
shares
|
$528,728
0.02% of portfolio
|
Q1 2024
Reduced 56.31%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
5,200
shares
|
$518,752
0.05% of portfolio
|
Q4 2023
Added 8865.52%
|
|
Chatham Capital Group, Inc.
|
Apr 17, 2024 Q1 2024 |
5,170
shares
|
$515,759
0.1% of portfolio
|
Q2 2023
Reduced 4.61%
|
|
Archvest Wealth Advisors, Inc.
|
Apr 29, 2024 Q1 2024 |
5,128
shares
|
$511,569
0.36% of portfolio
|
Q1 2024
Reduced 1.54%
|
|
Occidental Asset Management, LLC
|
Apr 16, 2024 Q1 2024 |
5,117
shares
|
$510,471
0.1% of portfolio
|
Q4 2023
Added 0.39%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
May 15, 2024 Q1 2024 |
4,838
shares
|
$482,638
0.15% of portfolio
|
Q1 2024
Reduced 26.87%
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,759
shares
|
$474,757
0.05% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
Maia Wealth LLC
Denver, CO |
Feb 13, 2024 Q4 2023 |
4,686
shares
|
$467,475
0.19% of portfolio
|
Q4 2023
New holding
|
|
Upper Left Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
4,629
shares
|
$461,789
0.44% of portfolio
|
Q1 2024
Reduced 5.14%
|
|
Silicon Valley Capital Partners
|
Apr 29, 2024 Q1 2024 |
4,574
shares
|
$456,302
0.07% of portfolio
|
Q1 2024
Reduced 9.78%
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
4,563
shares
|
$455,204
0.01% of portfolio
|
Q1 2024
New holding
|
|
Canal Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
4,488
shares
|
$447,722
0.08% of portfolio
|
Q1 2024
Reduced 9.53%
|