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Briaud Financial Planning’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Briaud Financial Planning’s Portfolio GBIL Stock Details GBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-39
Closed -$3K – 205
2024
Q4 		$3K Buy
+39
New +$3.9K ﹤0.01% 173

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Briaud Financial Planning's GBIL Position: Q1 2025 in Review

Briaud Financial Planning sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2025, closing a stake of 39 shares — an estimated $3K sold.

Briaud Financial Planning first reported a position in GBIL in Q4 2024 and held it in 1 quarter. The position peaked at $3K in Q4 2024. 342 funds tracked by Wall St. Rank hold GBIL as of Q1 2025.

  • Briaud Financial Planning reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 39 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2025, an estimated $3K.
  • Briaud Financial Planning first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and held it in 1 quarter.
  • Briaud Financial Planning's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $3K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2025.

Based on Briaud Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.