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 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

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Hartmann Taylor Wealth Management's GDLC Position: Q1 2026 in Review

Hartmann Taylor Wealth Management increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 26% in Q1 2026, buying an estimated $429K and bringing the position to 59,042 shares worth $1.84M. The position accounts for 1.22% of the portfolio, ranked #20.

Hartmann Taylor Wealth Management first reported a position in GDLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.63M in Q3 2025. 78 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

Hartmann Taylor Wealth Management held 59,042 shares of Grayscale CoinDesk Crypto 5 ETF worth $1.84M as of Q1 2026.
Hartmann Taylor Wealth Management bought 12,090 Grayscale CoinDesk Crypto 5 ETF shares in Q1 2026, an estimated $429K.
Grayscale CoinDesk Crypto 5 ETF made up 1.22% of Hartmann Taylor Wealth Management's portfolio in Q1 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 3 quarters since.
Hartmann Taylor Wealth Management's Grayscale CoinDesk Crypto 5 ETF position peaked at $3.63M in Q3 2025.
78 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.