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Balboa Wealth Partners’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Balboa Wealth Partners’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 		$210K Buy
7,954
+20
+0.3% +$647 0.03% 436
2026
Q1 		$247K Buy
7,934
+712
+10% +$25.3K 0.04% 350
2025
Q4 		$298K Buy
+7,222
New +$346K 0.05% 293

Other funds holding GDLC

B
Bullish George Town $178M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Integrated Wealth Concepts
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
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

Balboa Wealth Partners's GDLC Position: Q2 2026 in Review

Balboa Wealth Partners increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 0.25% in Q2 2026, buying an estimated $647 and bringing the position to 7,954 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #436.

Balboa Wealth Partners first reported a position in GDLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $298K in Q4 2025. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Balboa Wealth Partners held 7,954 shares of Grayscale CoinDesk Crypto 5 ETF worth $210K as of Q2 2026.
  • Balboa Wealth Partners bought 20 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $647.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #436 holding.
  • Balboa Wealth Partners first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and has held it in 3 quarters since.
  • Balboa Wealth Partners's Grayscale CoinDesk Crypto 5 ETF position peaked at $298K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.