CA
GDLC

Claro Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Claro 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 		$209K Sell
7,929
-1,374
-15% -$44.4K 0.02% 510
2026
Q1 		$290K Sell
9,303
-100
-1% -$3.55K 0.04% 383
2025
Q4 		$389K Hold
9,403
– – 0.05% 273
2025
Q3 		$526K Buy
+9,403
New +$519K 0.08% 214

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 22.96% 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 $15.3B AUM 25.33% 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

Claro Advisors's GDLC Position: Q2 2026 in Review

Claro Advisors reduced its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 15% in Q2 2026, selling an estimated $44.4K and leaving 7,929 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #510.

Claro Advisors first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $526K in Q3 2025. 73 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Claro Advisors held 7,929 shares of Grayscale CoinDesk Crypto 5 ETF worth $209K as of Q2 2026.
  • Claro Advisors sold 1,374 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $44.4K.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #510 holding.
  • Claro Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • Claro Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $526K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.