FGA
GDLC

Fortis Group Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Fortis Group 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 		$495K Sell
18,745
-3,579
-16% -$116K 0.08% 186
2026
Q1 		$768K Buy
+22,324
New +$792K 0.13% 163

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

Fortis Group Advisors's GDLC Position: Q2 2026 in Review

Fortis Group Advisors reduced its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 16% in Q2 2026, selling an estimated $116K and leaving 18,745 shares worth $495K. The position accounts for 0.08% of the portfolio, ranked #186.

Fortis Group Advisors first reported a position in GDLC in Q1 2026 and has held it in 2 quarters since. The position peaked at $768K in Q1 2026. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Fortis Group Advisors held 18,745 shares of Grayscale CoinDesk Crypto 5 ETF worth $495K as of Q2 2026.
  • Fortis Group Advisors sold 3,579 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $116K.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.08% of Fortis Group Advisors's portfolio in Q2 2026, its #186 holding.
  • Fortis Group Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q1 2026 and has held it in 2 quarters since.
  • Fortis Group Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $768K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

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