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 361 institutions that hold shares in the stock, with a total of 45.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
9,456
shares
|
$946,167
0.29% of portfolio
|
Q4 2024
Reduced 66.99%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
9,453
shares
|
$945,867
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
9,269
shares
|
$927,456
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,167
shares
|
$917,250
0.0% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
9,040
shares
|
$904,542
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
8,640
shares
|
$864,518
0.47% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
8,637
shares
|
$864,218
0.29% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
8,495
shares
|
$850,009
1.45% of portfolio
|
Q2 2022
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
8,221
shares
|
$822,593
0.3% of portfolio
|
Q4 2024
Reduced 36.19%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
8,221
shares
|
$822,593
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,207
shares
|
$821,192
0.08% of portfolio
|
Q4 2022
Reduced 77.96%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
8,144
shares
|
$814,888
0.03% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,125
shares
|
$812,987
0.15% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,983
shares
|
$798,778
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
7,969
shares
|
$797,378
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
7,950
shares
|
$795,477
0.2% of portfolio
|
Q4 2024
Added 194.44%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
7,927
shares
|
$793,175
0.05% of portfolio
|
Q4 2024
Added 21.88%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,860
shares
|
$786,471
0.14% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
7,710
shares
|
$771,462
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
7,570
shares
|
$757,454
0.09% of portfolio
|
Q4 2024
Added 112.04%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
7,559
shares
|
$756,353
0.04% of portfolio
|
Q4 2024
Reduced 17.3%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
7,397
shares
|
$740,143
0.64% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
7,336
shares
|
$734,040
0.22% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,302
shares
|
$730,638
0.11% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
7,271
shares
|
$727,536
0.01% of portfolio
|
Q4 2024
Added 204.86%
|