BW
GDLC

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

BIP Wealth’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 		$1.72M Buy
65,344
+58,070
+798% +$1.88M 0.05% 197
2026
Q1 		$227K Buy
+7,274
New +$258K 0.01% 421

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 22.96% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DFG
DWM Financial Group Palatine, Illinois $112M AUM
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

BIP Wealth's GDLC Position: Q2 2026 in Review

BIP Wealth increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 798% in Q2 2026, buying an estimated $1.88M and bringing the position to 65,344 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #197.

BIP Wealth first reported a position in GDLC in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • BIP Wealth held 65,344 shares of Grayscale CoinDesk Crypto 5 ETF worth $1.72M as of Q2 2026.
  • BIP Wealth bought 58,070 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $1.88M.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.05% of BIP Wealth's portfolio in Q2 2026, its #197 holding.
  • BIP Wealth first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.