EPG
GDLC

Estate Planners Group’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Estate Planners 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
Q1 		– Sell
-250
Closed -$10.3K – 462
2025
Q4 		$10.3K Buy
+250
New +$12K ﹤0.01% 279

Other funds holding GDLC

PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.15% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Estate Planners Group's GDLC Position: Q1 2026 in Review

Estate Planners Group sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q1 2026, closing a stake of 250 shares — an estimated $10.3K sold.

Estate Planners Group first reported a position in GDLC in Q4 2025 and held it in 1 quarter. The position peaked at $10.3K in Q4 2025. 78 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

  • Estate Planners Group reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 250 Grayscale CoinDesk Crypto 5 ETF shares in Q1 2026, an estimated $10.3K.
  • Estate Planners Group first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Grayscale CoinDesk Crypto 5 ETF position peaked at $10.3K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.