Allworth Financial
GDLC icon

Allworth Financial’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Allworth Financial’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 		$12.5K Sell
472
-6,901
-94% -$223K ﹤0.01% 3568
2026
Q1 		$230K Sell
7,373
-406
-5% -$14.4K ﹤0.01% 1314
2025
Q4 		$321K Buy
7,779
+778
+11% +$37.3K ﹤0.01% 1121
2025
Q3 		$391K Buy
+7,001
New +$387K ﹤0.01% 987

Other funds holding GDLC

B
Bullish George Town $178M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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

Allworth Financial's GDLC Position: Q2 2026 in Review

Allworth Financial reduced its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 94% in Q2 2026, selling an estimated $223K and leaving 472 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3568.

Allworth Financial first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $391K in Q3 2025. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Allworth Financial held 472 shares of Grayscale CoinDesk Crypto 5 ETF worth $12.5K as of Q2 2026.
  • Allworth Financial sold 6,901 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $223K.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3568 holding.
  • Allworth Financial first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • Allworth Financial's Grayscale CoinDesk Crypto 5 ETF position peaked at $391K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.