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

Laidlaw 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
2025
Q1 		– Sell
-14,390
Closed -$1.44M – 89
2024
Q4 		$1.44M Buy
14,390
+102
+0.7% +$10.2K 0.63% 44
2024
Q3 		$1.43M Sell
14,288
-3,125
-18% -$313K 0.71% 42
2024
Q2 		$1.74M Sell
17,413
-287
-2% -$28.7K 0.96% 26
2024
Q1 		$1.79M Buy
17,700
+2,110
+14% +$211K 1% 26
2023
Q4 		$1.55M Buy
15,590
+113
+0.7% +$11.3K 0.57% 45
2023
Q3 		$1.55M Sell
15,477
-723
-4% -$72.2K 0.51% 56
2023
Q2 		$1.62M Sell
16,200
-978
-6% -$97.7K 0.32% 84
2023
Q1 		$1.72M Buy
17,178
+88
+0.5% +$8.79K 0.35% 77
2022
Q4 		$1.7M Sell
17,090
-2,384
-12% -$238K 0.37% 77
2022
Q3 		$1.94M Buy
19,474
+33
+0.2% +$3.29K 0.45% 61
2022
Q2 		$1.94M Sell
19,441
-84
-0.4% -$8.39K 0.4% 76
2022
Q1 		$1.95M Hold
19,525
– – 0.33% 81
2021
Q4 		$1.95M Buy
+19,525
New +$1.95M 0.31% 86
2021
Q1 		– Sell
-23,325
Closed -$2.33M – 269
2020
Q4 		$2.33M Buy
23,325
+2,620
+13% +$262K 0.49% 57
2020
Q3 		$2.08M Buy
20,705
+4,590
+28% +$461K 0.92% 23
2020
Q2 		$1.62M Buy
+16,115
New +$1.62M 0.85% 34

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laidlaw Wealth Management's GBIL Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2025, closing a stake of 14,390 shares — an estimated $1.44M sold.

Laidlaw Wealth Management first reported a position in GBIL in Q2 2020 and held it in 16 quarters. The position peaked at $2.33M in Q4 2020. 343 funds tracked by Wall St. Rank hold GBIL as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 14,390 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2025, an estimated $1.44M.
  • Laidlaw Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2020 and held it in 16 quarters.
  • Laidlaw Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.33M in Q4 2020.
  • 343 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.