Purchases and Sales Made in Q2 2024 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q2 2024. The information is specifically focused on institutions that hold shares of GOLDMAN SACHS ACCESS TREASURY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-354- 10.63% |
$35.3K - $35.4K
|
2.98K
$298K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-369- 2.46% |
$36.8K - $36.9K
|
14.6K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-396- 3.01% |
$39.5K - $39.6K
|
12.8K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-406- 8.77% |
$40.5K - $40.6K
|
4.22K
$423K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-437- 2.61% |
$43.6K - $43.8K
|
16.3K
$1.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-443- 1.32% |
$44.1K - $44.4K
|
33.2K
$3.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-451- 3.6% |
$44.9K - $45.2K
|
12.1K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-464- 3.41% |
$46.2K - $46.5K
|
13.1K
$1.31M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-468- 10.23% |
$46.6K - $46.9K
|
4.11K
$411K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-470- 3.52% |
$46.8K - $47.1K
|
12.9K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-499- 2.19% |
$49.7K - $50K
|
22.3K
$2.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-510- 13.6% |
$50.8K - $51.1K
|
3.24K
$324K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-570- 17.24% |
$56.8K - $57.1K
|
2.74K
$274K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-654- 30.59% |
$65.2K - $65.5K
|
1.48K
$149K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-700- 13.21% |
$69.8K - $70.1K
|
4.6K
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-744- 1.92% |
$74.1K - $74.5K
|
37.9K
$3.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-750- 5.42% |
$74.7K - $75.1K
|
13.1K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-750- 9.96% |
$74.7K - $75.1K
|
6.78K
$679K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-752- 8.92% |
$74.9K - $75.3K
|
7.68K
$769K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-800- 26.55% |
$79.7K - $80.1K
|
2.21K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-822- 13.28% |
$81.9K - $82.3K
|
5.37K
$537K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-932- 6.6% |
$92.9K - $93.3K
|
13.2K
$1.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-965- 4.34% |
$96.2K - $96.6K
|
21.3K
$2.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-996- 0.54% |
$99.3K - $99.7K
|
185K
$18.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.03K- 42.29% |
$102K - $103K
|
1.4K
$140K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.03K- 15.08% |
$103K - $103K
|
5.81K
$581K
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-1.05K- 6.12% |
$105K - $105K
|
16.1K
$1.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 24.33% |
$106K - $107K
|
3.31K
$331K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-1.07K- 3.55% |
$106K - $107K
|
29K
$2.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.15K- 15.45% |
$114K - $115K
|
6.26K
$627K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.25K- 8.67% |
$125K - $125K
|
13.2K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.33K- 22.47% |
$133K - $134K
|
4.6K
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.39K- 1.94% |
$138K - $139K
|
70K
$7M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.42K- 26.51% |
$142K - $142K
|
3.94K
$394K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.43K- 0.54% |
$143K - $143K
|
261K
$26.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.49K- 33.77% |
$149K - $149K
|
2.93K
$293K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.5K- 14.62% |
$149K - $150K
|
8.76K
$877K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.53K- 9.78% |
$153K - $153K
|
14.1K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.54K- 5.02% |
$154K - $154K
|
29.2K
$2.92M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.57K- 44.19% |
$156K - $157K
|
1.98K
$198K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.63K- 34.7% |
$162K - $163K
|
3.06K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.74K- 28.58% |
$174K - $175K
|
4.36K
$436K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.75K- 20.94% |
$175K - $176K
|
6.62K
$663K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-2K- 5.07% |
$199K - $200K
|
37.4K
$3.75M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.26K- 1.97% |
$225K - $226K
|
112K
$11.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.56K- 7.27% |
$255K - $256K
|
32.7K
$3.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.62K- 26.3% |
$261K - $263K
|
7.35K
$736K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.77K- 17.32% |
$276K - $277K
|
13.2K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3K- 25.5% |
$299K - $300K
|
8.76K
$877K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.34K- 35.09% |
$333K - $334K
|
6.17K
$618K
|