Carson Wealth (CWM LLC)
GDLC

Carson Wealth (CWM LLC)’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$57.9K Buy
1,856
+146
+9% +$5.18K ﹤0.01% 3704
2025
Q4 		$71K Buy
1,710
+495
+41% +$23.7K ﹤0.01% 3350
2025
Q3 		$68K Buy
+1,215
New +$67.1K ﹤0.01% 3281

Other funds holding GDLC

PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GDLC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 8.5% in Q1 2026, buying an estimated $5.18K and bringing the position to 1,856 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3704.

Carson Wealth (CWM LLC) first reported a position in GDLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $71K in Q4 2025. 78 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,856 shares of Grayscale CoinDesk Crypto 5 ETF worth $57.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 146 Grayscale CoinDesk Crypto 5 ETF shares in Q1 2026, an estimated $5.18K.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3704 holding.
  • Carson Wealth (CWM LLC) first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Grayscale CoinDesk Crypto 5 ETF position peaked at $71K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.