Cetera Investment Advisers
GDLC

Cetera Investment Advisers’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Cetera Investment Advisers’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 		$5.06M Sell
191,900
-12,746
-6% -$412K ﹤0.01% 1614
2026
Q1 		$6.38M Sell
204,646
-4,518
-2% -$160K 0.01% 1339
2025
Q4 		$8.64M Sell
209,164
-3,996
-2% -$192K 0.01% 1116
2025
Q3 		$11.9M Buy
+213,160
New +$11.8M 0.01% 886

Other funds holding GDLC

B
Bullish George Town $178M AUM
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
BW
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers's GDLC Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 6.2% in Q2 2026, selling an estimated $412K and leaving 191,900 shares worth $5.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Cetera Investment Advisers first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.9M in Q3 2025. 73 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Cetera Investment Advisers held 191,900 shares of Grayscale CoinDesk Crypto 5 ETF worth $5.06M as of Q2 2026.
  • Cetera Investment Advisers sold 12,746 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $412K.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1614 holding.
  • Cetera Investment Advisers first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Grayscale CoinDesk Crypto 5 ETF position peaked at $11.9M in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.