Avior Wealth Management
GDLC icon

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

Avior 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 		$221K Buy
+5,760
New +$186K 0.01% 736
2026
Q1 		– Sell
-5,296
Closed -$219K – 866
2025
Q4 		$219K Buy
+5,296
New +$254K 0.01% 704

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HTWM
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
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

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

Avior Wealth Management opened a new position in Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q3 2026: 5,760 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in GDLC as recently as Q4 2025.

Avior Wealth Management first reported a position in GDLC in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold GDLC as of Q3 2026.

  • Avior Wealth Management held 5,760 shares of Grayscale CoinDesk Crypto 5 ETF worth $221K as of Q3 2026.
  • Grayscale CoinDesk Crypto 5 ETF was a new Avior Wealth Management position in Q3 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #736 holding.
  • Avior Wealth Management first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q3 2026.

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