Private Advisory Group
GBIL icon

Private Advisory Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Private Advisory Group’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
Q3 		$5.13M Sell
51,217
-49,823
-49% -$4.98M 0.27% 96
2026
Q2 		$10.1M Buy
101,040
+43,747
+76% +$4.38M 0.55% 59
2026
Q1 		$5.74M Sell
57,293
-53,734
-48% -$5.38M 0.38% 77
2025
Q4 		$11.1M Buy
111,027
+75,306
+211% +$7.54M 0.87% 39
2025
Q3 		$3.58M Sell
35,721
-23,967
-40% -$2.4M 0.29% 70
2025
Q2 		$5.98M Buy
59,688
+11,378
+24% +$1.14M 0.54% 54
2025
Q1 		$4.84M Buy
48,310
+31,068
+180% +$3.11M 0.54% 55
2024
Q4 		$1.72M Sell
17,242
-16,672
-49% -$1.67M 0.19% 86
2024
Q3 		$3.4M Buy
33,914
+27,650
+441% +$2.77M 0.41% 59
2024
Q2 		$627K Sell
6,264
-1,145
-15% -$114K 0.08% 129
2024
Q1 		$747K Buy
7,409
+525
+8% +$52.5K 0.11% 117
2023
Q4 		$687K Sell
6,884
-2,953
-30% -$295K 0.12% 125
2023
Q3 		$985K Sell
9,837
-1,448
-13% -$145K 0.19% 95
2023
Q2 		$1.13M Buy
11,285
+6,782
+151% +$678K 0.22% 95
2023
Q1 		$451K Buy
+4,503
New +$450K 0.1% 134

Other funds holding GBIL

ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Private Advisory Group's GBIL Position: Q3 2026 in Review

Private Advisory Group reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 49% in Q3 2026, selling an estimated $4.98M and leaving 51,217 shares worth $5.13M. The position accounts for 0.27% of the portfolio, ranked #96.

Private Advisory Group first reported a position in GBIL in Q1 2023 and has held it in 15 quarters since. The position peaked at $11.1M in Q4 2025. 328 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

  • Private Advisory Group held 51,217 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $5.13M as of Q3 2026.
  • Private Advisory Group sold 49,823 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2026, an estimated $4.98M.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.27% of Private Advisory Group's portfolio in Q3 2026, its #96 holding.
  • Private Advisory Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and has held it in 15 quarters since.
  • Private Advisory Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $11.1M in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.