DFG
GDLC

DWM Financial Group’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

DWM Financial Group’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 		$2M Buy
+48,359
New +$1.56M 1.78% 12

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
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
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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

DWM Financial Group's GDLC Position: Q2 2026 in Review

DWM Financial Group opened a new position in Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q2 2026: 48,359 shares worth $2M. The stake represents 1.78% of the portfolio and ranks #12 among its holdings.

71 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • DWM Financial Group held 48,359 shares of Grayscale CoinDesk Crypto 5 ETF worth $2M as of Q2 2026.
  • Grayscale CoinDesk Crypto 5 ETF was a new DWM Financial Group position in Q2 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up 1.78% of DWM Financial Group's portfolio in Q2 2026, its #12 holding.
  • 71 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.