Aptus Capital Advisors
GDLC icon

Aptus Capital Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Aptus Capital Advisors’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
Q1 		– Sell
-5,665
Closed -$234K – 1802
2025
Q4 		$234K Buy
+5,665
New +$272K ﹤0.01% 978

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Independent Financial Group
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Aptus Capital Advisors's GDLC Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q1 2026, closing a stake of 5,665 shares — an estimated $234K sold.

Aptus Capital Advisors first reported a position in GDLC in Q4 2025 and held it in 1 quarter. The position peaked at $234K in Q4 2025. 81 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

  • Aptus Capital Advisors reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 5,665 Grayscale CoinDesk Crypto 5 ETF shares in Q1 2026, an estimated $234K.
  • Aptus Capital Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and held it in 1 quarter.
  • Aptus Capital Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $234K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.