IWC
GDLC

Integrated Wealth Concepts’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Integrated Wealth Concepts’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 		$2.24M Buy
84,720
+22,224
+36% +$719K 0.01% 906
2026
Q1 		$1.95M Buy
+62,496
New +$2.22M 0.02% 754

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
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

Integrated Wealth Concepts's GDLC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 36% in Q2 2026, buying an estimated $719K and bringing the position to 84,720 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #906.

Integrated Wealth Concepts first reported a position in GDLC in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Integrated Wealth Concepts held 84,720 shares of Grayscale CoinDesk Crypto 5 ETF worth $2.24M as of Q2 2026.
  • Integrated Wealth Concepts bought 22,224 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $719K.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #906 holding.
  • Integrated Wealth Concepts first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.