CFFP
GDLC icon

Center for Financial Planning’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Center for Financial Planning’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 		$12.7K Hold
480
– – ﹤0.01% 474
2026
Q1 		$15K Buy
+480
New +$17K ﹤0.01% 447

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

Center for Financial Planning's GDLC Position: Q2 2026 in Review

Center for Financial Planning held its Grayscale CoinDesk Crypto 5 ETF (GDLC) position steady in Q2 2026 at 480 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Center for Financial Planning first reported a position in GDLC in Q1 2026 and has held it in 2 quarters since. The position peaked at $15K in Q1 2026. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Center for Financial Planning held 480 shares of Grayscale CoinDesk Crypto 5 ETF worth $12.7K as of Q2 2026.
  • Center for Financial Planning left its Grayscale CoinDesk Crypto 5 ETF share count unchanged in Q2 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #474 holding.
  • Center for Financial Planning first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q1 2026 and has held it in 2 quarters since.
  • Center for Financial Planning's Grayscale CoinDesk Crypto 5 ETF position peaked at $15K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.