Hartmann Taylor Wealth Management
GDLC icon

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
Q3 		$2.8M Buy
73,087
+14,330
+24% +$464K 1.57% 16
2026
Q2 		$1.83M Sell
58,757
-285
-0.5% -$9.22K 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

Bullish
Bullish George Town $257M AUM 28.48% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Aries Wealth Management
Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return
DWM Financial Group
DWM Financial Group Palatine, Illinois $128M AUM
DeDora Capital
DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return
Elyxium Wealth
Elyxium Wealth San Mateo, California $989M AUM 34.28% 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
Rossmore Private Capital
Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

Hartmann Taylor Wealth Management's GDLC Position: Q3 2026 in Review

Hartmann Taylor Wealth Management increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 24% in Q3 2026, buying an estimated $464K and bringing the position to 73,087 shares worth $2.8M. The position accounts for 1.57% of the portfolio, ranked #16.

Hartmann Taylor Wealth Management first reported a position in GDLC in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.63M in Q3 2025. 30 funds tracked by Wall St. Rank hold GDLC as of Q3 2026.

  • Hartmann Taylor Wealth Management held 73,087 shares of Grayscale CoinDesk Crypto 5 ETF worth $2.8M as of Q3 2026.
  • Hartmann Taylor Wealth Management bought 14,330 Grayscale CoinDesk Crypto 5 ETF shares in Q3 2026, an estimated $464K.
  • Grayscale CoinDesk Crypto 5 ETF made up 1.57% of Hartmann Taylor Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Hartmann Taylor Wealth Management first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 5 quarters since.
  • Hartmann Taylor Wealth Management's Grayscale CoinDesk Crypto 5 ETF position peaked at $3.63M in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q3 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.