Commonwealth Equity Services
GDLC

Commonwealth Equity Services’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Commonwealth Equity Services’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 		$200K Sell
7,589
-640
-8% -$20.7K ﹤0.01% 4134
2026
Q1 		$257K Sell
8,229
-773
-9% -$27.4K ﹤0.01% 3770
2025
Q4 		$372K Buy
9,002
+1,020
+13% +$48.9K ﹤0.01% 3468
2025
Q3 		$446K Buy
+7,982
New +$441K ﹤0.01% 3274

Other funds holding GDLC

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return
AWM
Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Commonwealth Equity Services's GDLC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 7.8% in Q2 2026, selling an estimated $20.7K and leaving 7,589 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #4134.

Commonwealth Equity Services first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $446K in Q3 2025. 24 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Commonwealth Equity Services held 7,589 shares of Grayscale CoinDesk Crypto 5 ETF worth $200K as of Q2 2026.
  • Commonwealth Equity Services sold 640 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $20.7K.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4134 holding.
  • Commonwealth Equity Services first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's Grayscale CoinDesk Crypto 5 ETF position peaked at $446K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.