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 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 $6.7B AUM 33.44% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

Golden State Wealth Management's GBIL Position: Q1 2026 in Review

Golden State Wealth Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.94% in Q1 2026, buying an estimated $600 and bringing the position to 645 shares worth $64.7K. The position accounts for 0.01% of the portfolio, ranked #618.

Golden State Wealth Management first reported a position in GBIL in Q1 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Golden State Wealth Management held 645 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $64.7K as of Q1 2026.
Golden State Wealth Management bought 6 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $600.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #618 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 5 quarters since.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.