AWM
GDLC

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

Aries 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 		$1.22M Buy
46,080
+18,335
+66% +$593K 0.24% 88
2026
Q1 		$865K Buy
27,745
+13,147
+90% +$466K 0.19% 104
2025
Q4 		$603K Buy
14,598
+7,640
+110% +$366K 0.13% 130
2025
Q3 		$389K Buy
+6,958
New +$384K 0.09% 165

Other funds holding GDLC

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

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

Aries Wealth Management increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 66% in Q2 2026, buying an estimated $593K and bringing the position to 46,080 shares worth $1.22M. The position accounts for 0.24% of the portfolio, ranked #88.

Aries Wealth Management first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Aries Wealth Management held 46,080 shares of Grayscale CoinDesk Crypto 5 ETF worth $1.22M as of Q2 2026.
  • Aries Wealth Management bought 18,335 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $593K.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.24% of Aries Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Aries Wealth Management first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.