Envestnet Asset Management
GDLC

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

Envestnet 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 		$3.91M Buy
148,162
+49,215
+50% +$1.59M ﹤0.01% 2645
2026
Q1 		$3.09M Buy
+98,947
New +$3.51M ﹤0.01% 2685
2025
Q4 		– Sell
-90,127
Closed -$5.04M – 4730
2025
Q3 		$5.04M Buy
+90,127
New +$4.98M ﹤0.01% 2237

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
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 $20.5B AUM 24.45% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management's GDLC Position: Q2 2026 in Review

Envestnet Asset Management increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 50% in Q2 2026, buying an estimated $1.59M and bringing the position to 148,162 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Envestnet Asset Management first reported a position in GDLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.04M in Q3 2025. 73 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Envestnet Asset Management held 148,162 shares of Grayscale CoinDesk Crypto 5 ETF worth $3.91M as of Q2 2026.
  • Envestnet Asset Management bought 49,215 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $1.59M.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2645 holding.
  • Envestnet Asset Management first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's Grayscale CoinDesk Crypto 5 ETF position peaked at $5.04M in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.