CCIA
GDLC

Cherry Creek Investment Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Cherry Creek Investment 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
Q1 		– Sell
-8,637
Closed -$357K – 131
2025
Q4 		$357K Sell
8,637
-11,096
-56% -$532K 0.15% 83
2025
Q3 		$1.1M Buy
+19,733
New +$1.09M 0.48% 39

Other funds holding GDLC

B
Bullish George Town $178M AUM
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 $2.18B AUM 23.73% 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 $15.3B AUM 25.33% 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

Cherry Creek Investment Advisors's GDLC Position: Q1 2026 in Review

Cherry Creek Investment Advisors sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q1 2026, closing a stake of 8,637 shares — an estimated $357K sold.

Cherry Creek Investment Advisors first reported a position in GDLC in Q3 2025 and held it in 2 quarters. The position peaked at $1.1M in Q3 2025. 81 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

  • Cherry Creek Investment Advisors reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q1 2026 after selling out during the quarter.
  • Cherry Creek Investment Advisors sold 8,637 Grayscale CoinDesk Crypto 5 ETF shares in Q1 2026, an estimated $357K.
  • Cherry Creek Investment Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and held it in 2 quarters.
  • Cherry Creek Investment Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $1.1M in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.