Integrated Wealth Concepts LLC
Position in GBIL — Goldman Sachs Access Treasury 0-1 Year ETF
CIK 1737109
WALTHAM, MA
Position in GBIL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$218,649
-$26,418 QoQ
Shares Held
2,183
-10.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 117 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GBIL Over Time
Shares Held
Position Value (USD)
All Filings in GBIL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,649 | 2,183 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $245,067 | 2,447 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $251,652 | 2,512 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $275,079 | 2,753 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $296,457 | 2,956 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $297,838 | 2,976 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $335,963 | 3,330 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,480,128 | 34,892 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $564,920 | 5,643 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $597,017 | 5,966 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $513,017 | 5,123 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||