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Duncan Williams Asset Management’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Duncan Williams Asset Management’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 		– Sell
-8,722
Closed -$272K – 177
2026
Q1 		$272K Buy
+8,722
New +$309K 0.08% 129

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

Duncan Williams Asset Management's GDLC Position: Q2 2026 in Review

Duncan Williams Asset Management sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q2 2026, closing a stake of 8,722 shares — an estimated $272K sold.

Duncan Williams Asset Management first reported a position in GDLC in Q1 2026 and held it in 1 quarter. The position peaked at $272K in Q1 2026. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Duncan Williams Asset Management reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q2 2026 after selling out during the quarter.
  • Duncan Williams Asset Management sold 8,722 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $272K.
  • Duncan Williams Asset Management first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q1 2026 and held it in 1 quarter.
  • Duncan Williams Asset Management's Grayscale CoinDesk Crypto 5 ETF position peaked at $272K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.