EWA
GDLC

EverSource Wealth Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

EverSource Wealth Advisors’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
-20
Closed -$624 – 4573
2026
Q1 		$624 Hold
20
– – ﹤0.01% 4007
2025
Q4 		$826 Hold
20
– – ﹤0.01% 3759
2025
Q3 		$1.12K Buy
+20
New +$1.1K ﹤0.01% 3734

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
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 $15.3B AUM 25.33% 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

EverSource Wealth Advisors's GDLC Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q2 2026, closing a stake of 20 shares — an estimated $624 sold.

EverSource Wealth Advisors first reported a position in GDLC in Q3 2025 and held it in 3 quarters. The position peaked at $1.12K in Q3 2025. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 20 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $624.
  • EverSource Wealth Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $1.12K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.