AE Wealth Management
GDLC icon

AE Wealth Management’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

AE Wealth Management’s Portfolio GDLC Stock Details GDLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,793
Closed -$274K – 2824
2026
Q1 		$274K Buy
8,793
+65
+0.7% +$2.31K ﹤0.01% 1432
2025
Q4 		$361K Buy
+8,728
New +$418K ﹤0.01% 1219

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RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
DFG
DWM Financial Group Palatine, Illinois $112M AUM
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

AE Wealth Management's GDLC Position: Q2 2026 in Review

AE Wealth Management sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q2 2026, closing a stake of 8,793 shares — an estimated $274K sold.

AE Wealth Management first reported a position in GDLC in Q4 2025 and held it in 2 quarters. The position peaked at $361K in Q4 2025. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • AE Wealth Management reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 8,793 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $274K.
  • AE Wealth Management first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and held it in 2 quarters.
  • AE Wealth Management's Grayscale CoinDesk Crypto 5 ETF position peaked at $361K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.