IFG
GDLC

Independent Financial Group’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Independent Financial Group’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 		$3.14M Sell
118,960
-53,187
-31% -$1.72M 0.06% 335
2026
Q1 		$5.37M Buy
172,147
+8,762
+5% +$311K 0.12% 169
2025
Q4 		$6.75M Buy
163,385
+92,740
+131% +$4.45M 0.15% 128
2025
Q3 		$3.95M Buy
+70,645
New +$3.9M 0.09% 199

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Independent Financial Group's GDLC Position: Q2 2026 in Review

Independent Financial Group reduced its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 31% in Q2 2026, selling an estimated $1.72M and leaving 118,960 shares worth $3.14M. The position accounts for 0.06% of the portfolio, ranked #335.

Independent Financial Group first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.75M in Q4 2025. 71 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Independent Financial Group held 118,960 shares of Grayscale CoinDesk Crypto 5 ETF worth $3.14M as of Q2 2026.
  • Independent Financial Group sold 53,187 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $1.72M.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #335 holding.
  • Independent Financial Group first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Grayscale CoinDesk Crypto 5 ETF position peaked at $6.75M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.