Farther Finance Advisors
GDLC icon

Farther Finance Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Farther Finance 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
Q3 		$234K Sell
6,096
-9,278
-60% -$300K ﹤0.01% 2173
2026
Q2 		$406K Buy
15,374
+9,145
+147% +$296K ﹤0.01% 1709
2026
Q1 		$196K Buy
6,229
+4,467
+254% +$158K ﹤0.01% 2036
2025
Q4 		$72.8K Buy
+1,762
New +$84.5K ﹤0.01% 2554

Other funds holding GDLC

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Farther Finance Advisors's GDLC Position: Q3 2026 in Review

Farther Finance Advisors reduced its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 60% in Q3 2026, selling an estimated $300K and leaving 6,096 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Farther Finance Advisors first reported a position in GDLC in Q4 2025 and has held it in 4 quarters since. The position peaked at $406K in Q2 2026. 10 funds tracked by Wall St. Rank hold GDLC as of Q3 2026.

  • Farther Finance Advisors held 6,096 shares of Grayscale CoinDesk Crypto 5 ETF worth $234K as of Q3 2026.
  • Farther Finance Advisors sold 9,278 Grayscale CoinDesk Crypto 5 ETF shares in Q3 2026, an estimated $300K.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2173 holding.
  • Farther Finance Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $406K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.