HTWM
GDLC

Hartmann Taylor Wealth Management’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Hartmann Taylor Wealth 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 		$1.83M Sell
58,757
-285
-0.5% -$9.21K 1.21% 20
2026
Q1 		$1.84M Buy
59,042
+12,090
+26% +$429K 1.22% 20
2025
Q4 		$1.94M Sell
46,952
-18,018
-28% -$864K 1.31% 21
2025
Q3 		$3.63M Buy
+64,970
New +$3.59M 2.61% 11

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 $20.5B AUM 24.45% 1-Year Est. Return
DFG
DWM Financial Group Palatine, Illinois $112M AUM
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

Hartmann Taylor Wealth Management's GDLC Position: Q2 2026 in Review

Hartmann Taylor Wealth Management reduced its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 0.48% in Q2 2026, selling an estimated $9.21K and leaving 58,757 shares worth $1.83M. The position accounts for 1.21% of the portfolio, ranked #20.

Hartmann Taylor Wealth Management first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.63M in Q3 2025. 73 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Hartmann Taylor Wealth Management held 58,757 shares of Grayscale CoinDesk Crypto 5 ETF worth $1.83M as of Q2 2026.
  • Hartmann Taylor Wealth Management sold 285 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $9.21K.
  • Grayscale CoinDesk Crypto 5 ETF made up 1.21% of Hartmann Taylor Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Hartmann Taylor Wealth Management first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • Hartmann Taylor Wealth Management's Grayscale CoinDesk Crypto 5 ETF position peaked at $3.63M in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.