Goldman Sachs Access TreasurGBILETF

13F holders, Q4 2024 (December 31)
333holders +25
44new positions
36sold out
2famous investors
$99.93avg. 13F price*

At the end of Q4 2024, 333 institutions reported holding Goldman Sachs Access Treasur (GBIL) in their 13F filings, up 25 from Q3 2024. 44 opened new positions and 36 sold out. The largest holders were Betterment LLC ($562.3M), ACR Alpine Capital Research, LLC ($514.1M) and Morgan Stanley ($455.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Goldman Sachs Access Treasur
CUSIP
381430529
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 304Q1 2024Q2 2024: 298Q2 2024Q3 2024: 308Q3 2024Q4 2024: 333Q4 2024Q1 2025: 343Q1 2025Q2 2025: 334Q2 2025Q3 2025: 334Q3 2025Q4 2025: 362Q4 2025Q1 2026: 371Q1 2026Q2 2026: 382Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions44$42.9M
Exits36$32.8M

All 13F filers, Q3 2024 → Q4 2024: 4,995,244 shares bought and 4,182,011 shares sold, net +813,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 333 holders

Betterment LLC 1.34% Add +3.9% 5,627,968 $562.3M
ACR Alpine Capital Research, LLC 11.14% Reduce -16.6% 5,145,235 $514.1M
Morgan Stanley 0.03% Add +1.0% 4,555,253 $455.2M
Composition Wealth, LLC 5.95% Add +45.1% 2,939,857 $293.8M
Bank of America Corp. 0.02% Reduce -1.0% 2,513,429 $251.1M
Wells Fargo & Company 0.04% Reduce -2.4% 1,616,746 $161.5M
Wealthfront Advisers LLC 0.40% Add +214.9% 1,373,625 $137.3M
LPL Financial LLC 0.05% Add +10.1% 1,222,484 $122.2M
Envestnet Asset Management Inc. 0.04% Reduce -22.6% 1,158,181 $115.7M
Royal Bank of Canada 0.02% Add +24.9% 1,148,299 $114.7M
Oppenheimer Asset Management Inc. 1.24% Reduce -28.6% 1,017,565 $101.7M
Renaissance Technologies 0.14% Add +9.5% 912,700 $91.2M
Pathway Financial Advisors LLC 20.75% Add +53.3% 902,631 $90.2M
UBS Group AG 0.02% Add +16.6% 786,397 $78.6M
Corient Private Wealth LP 0.13% Reduce -1.9% 779,759 $77.9M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -2.7% 754,499 $75.4M
Bell Investment Advisors, Inc 10.29% Add +1.7% 551,227 $55.1M
St. James Investment Company, LLC 8.94% Reduce -3.5% 517,837 $51.7M
Goldman Sachs Group Inc. 0.01% Add +71.3% 472,881 $47.2M
Rock Creek Group LLC 4.88% Add +4.7% 463,613 $46.4M
Acorns Advisers, LLC 0.45% Add +1.0% 462,099 $46.2M
Ameriprise Financial Inc. 0.01% Reduce -61.0% 450,662 $45.0M
Redwood Park Advisors LLC 35.17% — 412,447 $41.2M
Commonwealth Equity Services, LLC 0.05% Add +11.7% 354,429 $35.4M
Chicago Partners Investment Group LLC 1.09% Add +70.0% 328,175 $32.8M
One Capital Management, LLC 0.98% Add +39.6% 296,822 $29.7M
Robertson Stephens Wealth Management, LLC 0.97% Add +10.6% 270,333 $27.1M
Atwood & Palmer Inc. 1.79% Add +0.0% 261,250 $26.1M
WR Wealth Planners, LLC 8.25% Reduce -10.0% 256,747 $25.7M
Stifel Financial Corp. 0.03% Add +10.1% 246,627 $24.6M
NewEdge Advisors, LLC 0.11% Add +6.6% 190,559 $19.0M
Level Four Advisory Services, LLC 0.75% Add +2.2% 184,388 $18.4M
Janney Montgomery Scott LLC 0.05% Reduce -27.0% 170,699 $17.1M
Mariner, LLC 0.03% Reduce -23.1% 165,283 $16.5M
Private Advisor Group, LLC 0.09% Add +8.2% 164,545 $16.4M
Hohimer Wealth Management, LLC 2.86% Add +47.0% 150,335 $15.0M
Atria Investments, Inc 0.17% Reduce -32.6% 139,915 $14.0M
WealthTrak Capital Management LLC 11.80% — 139,615 $14.0M
Sage Rhino Capital LLC 3.02% Add +25.1% 138,442 $13.8M
Cetera Investment Advisers 0.03% Reduce -21.8% 137,029 $13.7M
Keebeck Wealth Management 1.93% Add +18.5% 133,457 $13.4M
3EDGE Asset Management, LP 0.81% New 131,715 $13.2M
Sykon Capital LLC 4.08% Add +5593.1% 118,417 $11.8M
Raymond James Financial Inc. 0.00% — 117,882 $11.8M
Baker Ellis Asset Management LLC 1.70% Add +2.7% 115,908 $11.6M
Waterloo Capital, L.P. 1.20% Add +64.4% 113,953 $11.4M
Equitable Holdings, Inc. 0.10% Reduce -13.8% 110,082 $11.0M
Helium Advisors LLC 8.11% — 102,420 $10.2M
Sterneck Capital Management, LLC 5.49% Add +13.8% 101,635 $10.2M
Citadel Advisors 0.01% Add +187.4% 100,302 $10.0M
Eldridge Investment Advisors, Inc. 2.32% Reduce -1.8% 99,855 $10.0M
JPMorgan Chase & Co. 0.00% Add +27.3% 97,822 $9.8M
Osaic Holdings, Inc. 0.02% Add +7.6% 96,417 $9.6M
B. Riley Wealth Advisors, Inc. 0.29% Add +12.5% 88,902 $8.9M
Verus Capital Partners, LLC 0.84% Reduce -8.1% 88,644 $8.7M
Guidance Capital, Inc. 2.58% Add +9.1% 84,092 $8.4M
Wealth Enhancement Advisory Services, LLC 0.02% Add +31.7% 83,279 $8.3M
Castle Rock Wealth Management, LLC 1.98% Reduce -7.8% 83,138 $8.3M
MBL Wealth, LLC 0.81% Add +67.6% 80,066 $8.0M
BNP Paribas Financial Markets 0.01% Add +155.1% 79,508 $7.9M
Goldstein Advisors, LLC 1.15% Add +11.1% 78,980 $7.9M
Susquehanna International Group, LLP 0.01% Add +63.1% 76,757 $7.7M
Sheets Smith Investment Management 6.45% — 76,104 $7.6M
Focus Partners Wealth 0.02% Add +334.1% 75,897 $7.6M
Beverly Hills Private Wealth, LLC 1.47% Reduce -10.2% 72,382 $7.2M
Tevis Investment Management 5.16% Reduce -8.8% 69,371 $7.0M
CW Advisors, LLC 0.09% Add +18.9% 68,548 $6.8M
Oppenheimer & Co. Inc. 0.10% Reduce -4.6% 67,385 $6.7M
Strategic Wealth Partners, Ltd. 0.54% Add +398.3% 65,520 $6.5M
Farther Finance Advisors, LLC 0.21% Reduce -1.4% 59,351 $5.9M
Blue Square Asset Management, LLC 2.94% Add +472.3% 59,109 $5.9M
Retireful, LLC 3.32% Reduce -1.1% 59,005 $5.9M
Tru Independence Asset Management 2, LLC 4.88% No change 58,407 $5.9M
MML Investors Services, LLC 0.02% Reduce -37.3% 55,877 $5.6M
Jane Street Group, LLC 0.01% Add +94.6% 55,174 $5.5M
Aveo Capital Partners, LLC 0.58% Reduce -15.9% 53,093 $5.3M
Fullcircle Wealth LLC 2.12% Reduce -13.9% 51,776 $5.2M
Kestra Advisory Services, LLC 0.03% Reduce -14.5% 51,160 $5.1M
Financial Advocates Investment Management 0.29% Reduce -11.1% 50,787 $5.1M
Legacy Investment Solutions, LLC 3.17% Reduce -55.6% 48,305 $4.8M
Legacy Wealth Managment, LLC 3.17% Reduce -55.6% 48,305 $4.8M
VanWeelden Wealth Management, LLC 4.32% — 47,868 $4.8M
Blume Capital Management, Inc. 1.06% Add +52.0% 47,007 $4.7M
Evergreen Capital Management LLC 0.15% Reduce -11.1% 45,930 $4.6M
Leavell Investment Management, Inc. 0.23% Add +48.7% 45,868 $4.6M
Perigon Wealth Management, LLC 0.11% Add +10.7% 45,996 $4.6M
NorthStar Asset Management LLC 2.92% Reduce -10.1% 45,834 $4.6M
Arvest Investments, Inc. 0.73% Reduce -1.1% 45,700 $4.6M
Rockefeller Capital Management L.P. 0.01% Add +30.0% 45,680 $4.6M
Winch Advisory Services, LLC 1.11% Add +221.3% 42,551 $4.3M
Atria Wealth Solutions, Inc. 0.04% Reduce -2.0% 39,824 $4.0M
GatePass Capital, LLC 4.30% — 38,800 $3.9M
Hershey Financial Advisers, LLC 3.40% — 38,679 $3.9M
Guyasuta Investment Advisors Inc. 0.23% Add +25.4% 37,262 $3.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.9% 37,085 $3.7M
Syon Capital LLC 0.33% Add +186.8% 36,593 $3.7M
Sloy Dahl & Holst, LLC 0.46% Reduce -0.6% 35,993 $3.6M
Cornerstone Advisors Asset Management, LLC 0.77% Reduce -23.3% 35,842 $3.6M
Venture Visionary Partners LLC 0.15% Reduce -72.1% 35,535 $3.6M
Axxcess Wealth Management, LLC 0.09% Add +1073.8% 35,016 $3.5M
Allen Capital Group, LLC 0.43% Reduce -38.2% 34,769 $3.5M
HighTower Advisors, LLC 0.00% Reduce -28.8% 34,594 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -21.0% 34,121 $3.4M
Sheets Smith Wealth Management 0.41% Reduce -52.1% 33,644 $3.4M
Centaurus Financial, Inc. 0.20% New 32,916 $3.3M
Vicus Capital 0.29% Add +0.9% 32,589 $3.3M
Steward Partners Investment Advisory, LLC 0.03% Add +57.4% 32,182 $3.2M
Delta Investment Management, LLC 0.62% Reduce -0.1% 31,643 $3.2M
National Bank of Canada 0.00% New 31,400 $3.1M
Truist Financial Corp. 0.00% Reduce -0.8% 30,723 $3.1M
Potentia Wealth 1.34% — 30,229 $3.0M
North Forty Two & Co. 3.46% — 29,957 $3.0M
Mezzasalma Advisors, LLC 0.96% New 29,716 $3.0M
Brooks, Moore & Associates, Inc. 1.74% Add +38.4% 29,490 $2.9M
Accurate Wealth Management, LLC 0.54% Reduce -15.4% 28,248 $2.8M
Wealthspire Advisors, LLC 0.03% Reduce -47.5% 28,128 $2.8M
Wolff Wiese Magana LLC 1.72% Add +197.9% 26,048 $2.6M
Financial & Tax Architects, LLC 0.66% Add +8.3% 25,848 $2.6M
Kestra Private Wealth Services, LLC 0.04% Add +0.0% 25,547 $2.6M
Atlas Legacy Advisors, LLC 0.62% — 25,454 $2.5M
MADDEN SECURITIES Corp 1.01% Add +1074.4% 25,250 $2.5M
Alesco Advisors, LLC, An ESL Co 0.08% Add +43.7% 25,146 $2.5M
Hibernia Wealth Partners, LLC 1.91% Reduce -58.3% 24,936 $2.5M
Tectonic Advisors LLC 0.16% Add +0.1% 24,851 $2.5M
RHS Financial, LLC 1.25% Reduce -10.0% 24,091 $2.4M
Scotia Capital Inc. 0.01% Add +18.0% 24,078 $2.4M
Comerica Bank 0.01% Add +22.0% 23,871 $2.4M
Sowell Financial Services LLC 0.12% Reduce -85.7% 23,618 $2.4M
&partners 0.03% Add +181.8% 23,191 $2.3M
FSC Wealth Advisors, LLC 1.47% Reduce -3.0% 22,881 $2.3M
Beacon Financial Group 0.23% Reduce -10.0% 21,294 $2.1M
Stratos Wealth Advisors, LLC 0.10% Reduce -40.0% 20,830 $2.1M
Sugar Maple Asset Management, LLC 1.55% Add +0.4% 20,434 $2.0M
Hamilton Capital, LLC 0.15% Add +29.4% 20,224 $2.0M
Citigroup Inc. 0.00% Add +7.9% 19,786 $2.0M
Intellectus Partners, LLC 0.43% No change 19,463 $2.0M
Pflug Koory, LLC 0.13% Reduce -0.5% 19,490 $1.9M
BridgePort Financial Solutions, LLC 0.87% — 19,158 $1.9M
Successful Portfolios LLC 1.28% Add +14.3% 19,199 $1.9M
Beacon Pointe Advisors, LLC 0.02% Add +89.3% 18,548 $1.9M
AE Wealth Management LLC 0.02% Add +44.4% 18,238 $1.8M
Capital Asset Advisory Services LLC 0.09% New 17,841 $1.8M
John W. Brooker & Co., CPAs 0.77% Reduce -3.6% 17,782 $1.8M
Kingsview Wealth Management, LLC 0.03% Reduce -3.7% 17,504 $1.7M
Private Advisory Group LLC 0.19% Reduce -49.2% 17,242 $1.7M
Ignite Planners, LLC 0.36% Reduce -12.2% 16,497 $1.6M
Jacobi Capital Management LLC 0.12% Add +4.0% 15,716 $1.6M
Westside Investment Management, Inc. 0.33% Add +24.8% 15,551 $1.6M
Advisors Capital Management, LLC 0.02% Reduce -33.2% 15,508 $1.5M
Encompass More Asset Management 0.51% New 15,305 $1.5M
Salvus Wealth Management, LLC 0.96% Add +1.0% 14,992 $1.5M
Everest Private Wealth 1.31% — 14,917 $1.5M
US Bancorp \de 0.00% Reduce -17.8% 14,798 $1.5M
U.S. Capital Wealth Advisors, LLC 0.05% New 14,765 $1.5M
Victory Financial Group, LLC 0.38% — 14,435 $1.4M
Laidlaw Wealth Management LLC 0.63% Add +0.7% 14,390 $1.4M
Quadcap Wealth Management, LLC 0.21% Reduce -0.6% 14,345 $1.4M
Mgo One Seven LLC 0.05% Reduce -0.3% 13,793 $1.4M
Sanctuary Advisors, LLC 0.01% Add +32.4% 13,482 $1.4M
Bristlecone Advisors, LLC 0.10% Reduce -3.0% 13,349 $1.3M
Tradewinds, LLC. 0.35% Add +490.9% 12,715 $1.3M
Essex Financial Services, Inc. 0.09% Add +0.1% 12,707 $1.3M
Kelman-Lazarov, Inc. 0.23% Add +9.4% 12,685 $1.3M
Redhawk Wealth Advisors, Inc. 0.16% Reduce -18.6% 11,881 $1.2M
Baldwin Wealth Partners LLC 0.08% Reduce -6.5% 11,846 $1.2M
Global View Capital Management LLC 0.41% — 11,805 $1.2M
Spire Wealth Management 0.04% Reduce -4.9% 11,675 $1.2M
Ascent Capital Management, LLC 1.19% — 11,636 $1.2M
Cairn Investment Group, Inc. 0.68% Reduce -4.9% 11,550 $1.2M
Synergy Financial Group, LTD 0.94% Add +14.9% 11,255 $1.1M
Realta Investment Advisors 0.44% Add +20.4% 10,733 $1.1M
Silver Coast Investments LLC 0.40% New 10,498 $1.0M
Blue Trust, Inc. 0.01% Add +77.3% 10,352 $1.0M
Modera Wealth Management, LLC 0.01% New 10,340 $1.0M
Stratos Wealth Partners, LTD. 0.01% Reduce -10.2% 10,309 $1.0M
Narus Financial Partners, LLC 0.34% Reduce -42.4% 10,177 $1.0M
Lifelong Wealth Advisors, Inc. 0.46% — 10,145 $1.0M
Tidal Investments LLC 0.01% New 10,120 $1.0M
G&S Capital LLC 0.42% Reduce -50.9% 10,074 $1.0M
Clearwater Capital Advisors, LLC 0.10% Add +238.5% 10,058 $1.0M
Retirement Capital Strategies 0.38% New 10,008 $1000K
Frazier Financial Advisors, LLC 0.79% Reduce -5.5% 9,964 $998K
Single Point Partners, LLC 0.23% New 9,893 $988K
Stephens Inc. 0.01% Reduce -33.9% 9,748 $974K
Carr Financial Group Corp 0.30% Reduce -67.0% 9,456 $945K
Tiaa Trust, National Association 0.00% New 9,453 $945K
Bravias Capital Group, LLC 0.75% — 9,269 $929K
Cerity Partners LLC 0.00% Add +3.5% 9,167 $916K
Measured Risk Portfolios, Inc. 1.00% — 9,040 $903K
Motive Wealth Advisors 0.46% Reduce -2.2% 8,640 $863K
Coyle Financial Counsel LLC 0.27% Reduce -18.0% 8,637 $863K
Peak Planning Group, LLC 0.35% Add +132.7% 8,527 $852K
Triumph Capital Management 0.28% Reduce -36.2% 8,221 $821K
Burney Co./ 0.03% Reduce -2.0% 8,144 $814K
Private Portfolio Partners LLC 0.15% Reduce -14.3% 8,125 $812K
Legacy Advisors, LLC 0.08% New 7,969 $799K
Blue Zone Wealth Advisors, LLC 0.23% No change 7,983 $798K
Canvas Wealth Advisors, LLC 0.20% Add +194.4% 7,950 $797K
Hilltop Holdings Inc. 0.05% Add +21.9% 7,927 $792K
Ethos Financial Group, LLC 0.10% New 7,710 $773K
Fort Point Capital Partners LLC 0.08% Add +112.0% 7,570 $756K
Arkadios Wealth Advisors 0.04% Reduce -17.3% 7,559 $755K
Alterna Wealth Management, Inc. 0.62% Reduce -5.1% 7,397 $739K
Rock Point Advisors, LLC 0.21% Add +8.9% 7,336 $733K
Occidental Asset Management, LLC 0.11% Add +42.7% 7,302 $730K
Valmark Advisers, Inc. 0.01% Add +204.9% 7,271 $727K
Global Retirement Partners, LLC 0.02% Reduce -4.3% 7,171 $717K
BlackRock, Inc. 0.00% New 7,147 $714K
Archvest Wealth Advisors, Inc. 0.50% Reduce -34.3% 6,926 $692K
Signal Advisors Wealth, LLC 0.07% Add +1.7% 6,575 $660K
Blair William & Co. 0.00% Reduce -0.1% 6,561 $656K
Maripau Wealth Management LLC 0.39% New 6,535 $656K
Cannon Advisors, Inc. 0.55% Add +1.9% 6,431 $643K
Saiph Capital, LLC 0.29% Add +56.7% 6,364 $636K
Mengis Capital Management, Inc. 0.13% Reduce -13.6% 6,171 $617K
Adapt Wealth Advisors, LLC 0.30% Reduce -4.0% 6,036 $603K
ORG Partners LLC 0.08% Reduce -0.8% 6,005 $600K
Birchcreek Wealth Management, LLC 0.38% New 6,000 $600K
KG Capital Management 0.19% Add +70.6% 5,920 $592K
Elevation Point Wealth Partners, LLC 0.05% New 5,849 $584K
Atlas Financial Advisors, Inc. 0.89% Add +6.3% 5,704 $570K
Able Wealth Management LLC 0.37% New 5,683 $568K
Private Trust Co. NA 0.06% Reduce -28.4% 5,678 $567K
Caprock Group, LLC 0.02% Reduce -28.4% 5,613 $563K
Captrust Financial Advisors 0.00% Add +6.1% 5,629 $562K
Waverly Advisors, LLC 0.01% New 5,508 $550K
Ridgeline Wealth, LLC 0.44% — 5,457 $545K
Keystone Wealth Services, LLC 0.14% Reduce -11.3% 5,447 $544K
TrueMark Investments, LLC 0.17% Reduce -32.8% 5,426 $542K
Regions Financial Corp. 0.00% New 5,225 $522K
Chatham Capital Group, Inc. 0.09% No change 5,170 $517K
Silicon Valley Capital Partners 0.06% Add +61.0% 5,021 $502K
Tradition Wealth Management, LLC 0.04% No change 5,000 $500K
Adamsbrown Wealth Consultants LLC 0.17% New 4,873 $487K
Strategic Family Wealth Counselors, L.L.C. 0.16% Add +17.3% 4,787 $478K
Capital Advisors, Ltd. LLC 0.06% No change 4,521 $452K
Arete Wealth Advisors, LLC 0.03% Add +18.6% 4,481 $447K
Advisory Services Network, LLC 0.01% Add +97.0% 4,459 $446K
GenTrust, LLC 0.02% Reduce -64.1% 4,345 $436K
Concurrent Investment Advisors, LLC 0.01% No change 4,300 $430K
AdvisorNet Financial, Inc 0.04% Reduce -61.3% 4,204 $420K
Fermata Advisors, LLC 0.07% Reduce -8.2% 3,854 $385K
Five Oceans Advisors 0.17% Add +0.2% 3,812 $381K
CX Institutional 0.01% Reduce -57.0% 3,765 $376K
Investment Partners Asset Management, Inc. 0.29% Add +35.4% 3,674 $367K
Copley Financial Group, Inc. 0.28% New 3,648 $365K
Camelot Portfolios, LLC 0.39% Reduce -1.8% 3,615 $361K
CoreCap Advisors, LLC 0.02% Reduce -69.2% 3,593 $359K
Cresset Asset Management, LLC 0.00% Reduce -16.4% 3,561 $357K
Upper Left Wealth Management, LLC 0.30% Reduce -5.4% 3,533 $353K
IFP Advisors, Inc 0.01% Reduce -0.5% 3,457 $345K
Independent Financial Group, LLC 0.01% No change 3,457 $345K
Titan Global Capital Management USA LLC 0.05% Add +6.1% 3,325 $332K
Fourpath Capital Management, LLC 0.06% Reduce -30.1% 3,306 $330K
PFG Advisors 0.02% Reduce -2.4% 3,282 $328K
Morton Capital Management LLC 0.06% Reduce -0.3% 3,264 $326K
Acute Investment Advisory, LLC 0.36% Reduce -98.2% 3,262 $326K
Sightline Wealth Advisors, LLC 0.17% Reduce -7.7% 3,206 $320K
Team Hewins, LLC 0.12% Reduce -83.0% 3,003 $301K
Values First Advisors, Inc. 0.17% Add +1.0% 3,005 $300K
United Community Bank 0.12% Add +1.2% 2,955 $295K
Regal Investment Advisors LLC 0.02% Reduce -30.0% 2,897 $289K
Mutual Advisors, LLC 0.01% New 2,806 $281K
O'shaughnessy Asset Management, LLC 0.00% Add +84.0% 2,801 $280K
Integrated Wealth Concepts LLC 0.00% Reduce -6.9% 2,753 $275K
Moors & Cabot, Inc. 0.01% New 2,700 $270K
Geneos Wealth Management Inc. 0.01% Reduce -10.0% 2,700 $270K
Freedom Investment Management, Inc. 0.02% New 2,699 $270K
Global Assets Advisory, LLC 0.15% Reduce -43.2% 2,669 $267K
Prosperity Financial Group, Inc. 0.13% New 2,609 $261K
Compound Planning, Inc. 0.01% New 2,603 $260K
Fort Sheridan Advisors LLC 0.04% Reduce -19.3% 2,596 $259K
Kathmere Capital Management, LLC 0.02% New 2,549 $255K
Cohalo Advisory LLC 21.62% — 2,528 $253K
Maia Wealth LLC 0.05% Reduce -8.7% 2,502 $251K
Colonial River Investments, LLC 0.12% Reduce -16.6% 2,487 $249K
Belpointe Asset Management LLC 0.01% Add +0.3% 2,453 $246K
Naviter Wealth, LLC 0.03% Reduce -24.4% 2,450 $246K
Oak Family Advisors, LLC 0.09% New 2,400 $240K
Haverford Trust Co 0.00% Reduce -9.6% 2,366 $236K
Prosperity Consulting Group, LLC 0.02% Reduce -1.3% 2,257 $226K
Integrated Advisors Network LLC 0.01% No change 2,213 $221K
Cary Street Partners Financial LLC 0.01% — 2,173 $217K
Independent Advisor Alliance 0.00% New 2,147 $215K
Synovus Financial Corp. 0.00% New 2,116 $212K
GPS Wealth Strategies Group, LLC 0.03% Reduce -20.6% 2,107 $211K
GenWealth Group, Inc. 0.05% Reduce -32.5% 2,084 $208K
Holderness Investments Co. 0.05% No change 2,055 $205K
Acorn Financial Advisory Services Inc. 0.03% New 2,052 $205K
Gerber Kawasaki Wealth & Investment Management 0.01% New 1,595 $159K
Investors Research Corp 0.03% Add +1.7% 1,579 $158K
Cwm, LLC 0.00% Reduce -6.2% 1,560 $156K
Princeton Global Asset Management LLC 0.03% No change 1,545 $154K
Kestra Investment Management, LLC 0.01% New 1,404 $140K
UMB Bank, n.a. 0.00% No change 1,210 $121K
Sugarloaf Wealth Management, LLC 0.02% No change 1,029 $103K
NorthRock Partners, LLC 0.00% Reduce -20.2% 1,022 $103K
Kiely Wealth Advisory Group, Inc. 0.07% No change 1,020 $102K
Signaturefd, LLC 0.00% Add +33.3% 1,000 $100K
Jones Financial Companies LLLP 0.00% New 966 $97K
Mather Group, Llc. 0.00% Add +24.5% 934 $93K
Castleview Partners, LLC 0.05% Reduce -0.8% 918 $92K
Principal Securities, Inc. 0.00% Reduce -72.6% 765 $76K
Friedenthal Financial 0.04% Reduce -49.3% 709 $71K
Harbour Investments, Inc. 0.00% Add +31.3% 705 $70K
FMR LLC 0.00% Add +60.8% 653 $65K
Creative Financial Designs Inc. 0.01% No change 641 $64K
Brown Brothers Harriman & Co. 0.00% No change 562 $56K
Assetmark, Inc. 0.00% Add +50000.0% 501 $50K
IMG Wealth Management, Inc. 0.03% — 311 $31K
Hollencrest Capital Management 0.00% Add +1.1% 282 $28K
Hexagon Capital Partners LLC 0.00% No change 250 $25K
WealthCollab, LLC 0.02% No change 236 $24K
Financial Management Professionals, Inc. 0.00% No change 210 $21K
Allworth Financial LP 0.00% Add +35.7% 190 $19K
GeoWealth Management, LLC 0.00% Reduce -98.3% 179 $18K
Lee Danner & Bass Inc. 0.00% New 170 $17K
Bokf, NA 0.00% No change 141 $14K
Parallel Advisors, LLC 0.00% No change 100 $10K
Ruedi Wealth Management, Inc. 0.00% No change 91 $9K
Aptus Capital Advisors, LLC 0.00% New 88 $9K
Continuum Advisory, LLC 0.00% No change 47 $5K
Ameriflex Group, Inc. 0.00% — 45 $5K
Nordwand Advisors, LLC 0.00% No change 45 $4K
Colonial Trust Advisors 0.00% New 45 $4K
Avior Wealth Management, LLC 0.00% New 42 $4K
Financial Life Planners 0.00% — 32 $3K
Briaud Financial Planning Inc 0.00% New 39 $3K
Key Financial Inc 0.00% No change 21 $2K
Abound Wealth Management 0.00% New 10 $1K
New Wave Wealth Advisors LLC 0.00% New 3 $300
Tower Research Capital LLC (TRC) 0.00% No change 1 $100
Tucker Asset Management LLC 0.00% Reduce -94.1% 1 $100

"% of holder's portfolio" is GBIL's weight in each manager's 13F, not the share of Goldman Sachs Access Treasur the manager owns.