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 Q3	$2.26M	Buy	58,835 +12,755	+28%	+$413K	0.43%	51
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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return

Aries Wealth Management's GDLC Position: Q3 2026 in Review

Aries Wealth Management increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 28% in Q3 2026, buying an estimated $413K and bringing the position to 58,835 shares worth $2.26M. The position accounts for 0.43% of the portfolio, ranked #51.

Aries Wealth Management first reported a position in GDLC in Q3 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold GDLC as of Q3 2026.

Aries Wealth Management held 58,835 shares of Grayscale CoinDesk Crypto 5 ETF worth $2.26M as of Q3 2026.
Aries Wealth Management bought 12,755 Grayscale CoinDesk Crypto 5 ETF shares in Q3 2026, an estimated $413K.
Grayscale CoinDesk Crypto 5 ETF made up 0.43% of Aries Wealth Management's portfolio in Q3 2026, its #51 holding.
Aries Wealth Management first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.