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

Trevian 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 		– Sell
-9,085
Closed -$908K – 46
2025
Q4 		$908K Buy
+9,085
New +$909K 0.43% 27

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Trevian Wealth Management's GBIL Position: Q1 2026 in Review

Trevian Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2026, closing a stake of 9,085 shares — an estimated $908K sold.

Trevian Wealth Management first reported a position in GBIL in Q4 2025 and held it in 1 quarter. The position peaked at $908K in Q4 2025. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Trevian Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2026 after selling out during the quarter.
  • Trevian Wealth Management sold 9,085 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $908K.
  • Trevian Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2025 and held it in 1 quarter.
  • Trevian Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $908K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Trevian Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.