Golden State Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Golden State Wealth Management’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
2026 Q2	$111K	Buy	1,104 +459	+71%	+$45.9K	0.01%	550
2026 Q1	$64.7K	Buy	645 +6	+0.9%	+$600	0.01%	618
2025 Q4	$63.9K	Buy	639 +6	+0.9%	+$600	0.01%	628
2025 Q3	$63.5K	Buy	633 +6	+1%	+$600	0.01%	617
2025 Q2	$62.8K	Buy	627 +96	+18%	+$9.6K	0.01%	595
2025 Q1	$53.3K	Buy	+531	New	+$53.1K	0.01%	580

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Golden State Wealth Management's GBIL Position: Q2 2026 in Review

Golden State Wealth Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 71% in Q2 2026, buying an estimated $45.9K and bringing the position to 1,104 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #550.

Golden State Wealth Management first reported a position in GBIL in Q1 2025 and has held it in 6 quarters since. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Golden State Wealth Management held 1,104 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $111K as of Q2 2026.
Golden State Wealth Management bought 459 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $45.9K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #550 holding.
Golden State Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2025 and has held it in 6 quarters since.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.