Ameritas Advisory Services’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Ameritas Advisory Services’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	$9.55K	Buy	+362	New	+$11.7K	﹤0.01%	1481
2025 Q4	–	Sell	-362	Closed	-$20.2K	–	2250
2025 Q3	$20.2K	Buy	+362	New	+$20K	﹤0.01%	1434

Other funds holding GDLC

Bullish George Town $178M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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 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

Ameritas Advisory Services's GDLC Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q2 2026: 362 shares worth $9.55K. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in GDLC as recently as Q3 2025.

Ameritas Advisory Services first reported a position in GDLC in Q3 2025 and has held it in 2 quarters since. The position peaked at $20.2K in Q3 2025. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

Ameritas Advisory Services held 362 shares of Grayscale CoinDesk Crypto 5 ETF worth $9.55K as of Q2 2026.
Grayscale CoinDesk Crypto 5 ETF was a new Ameritas Advisory Services position in Q2 2026.
Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1481 holding.
Ameritas Advisory Services first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 2 quarters since.
Ameritas Advisory Services's Grayscale CoinDesk Crypto 5 ETF position peaked at $20.2K in Q3 2025.
74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.