Cambridge Investment Research Advisors
GDLC icon

Cambridge Investment Research Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Cambridge Investment Research Advisors’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 		$261K Sell
9,896
-510
-5% -$16.5K ﹤0.01% 3575
2026
Q1 		$325K Buy
10,406
+4,056
+64% +$144K ﹤0.01% 3216
2025
Q4 		$262K Sell
6,350
-342
-5% -$16.4K ﹤0.01% 3342
2025
Q3 		$374K Buy
+6,692
New +$370K ﹤0.01% 2930

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

Cambridge Investment Research Advisors's GDLC Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 4.9% in Q2 2026, selling an estimated $16.5K and leaving 9,896 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #3575.

Cambridge Investment Research Advisors first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $374K in Q3 2025. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Cambridge Investment Research Advisors held 9,896 shares of Grayscale CoinDesk Crypto 5 ETF worth $261K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 510 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $16.5K.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3575 holding.
  • Cambridge Investment Research Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • Cambridge Investment Research Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $374K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.