JFS Wealth Advisors
GDLC icon

JFS Wealth Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

JFS Wealth Advisors’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 		$44.5K Hold
1,159
– – ﹤0.01% 567
2026
Q2 		$30.6K Hold
1,159
– – ﹤0.01% 652
2026
Q1 		$36.2K Hold
1,159
– – ﹤0.01% 588
2025
Q4 		$47.9K Buy
+1,159
New +$55.6K ﹤0.01% 533

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
Hartmann Taylor Wealth Management
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 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
Pasadena Private Wealth
Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

JFS Wealth Advisors's GDLC Position: Q3 2026 in Review

JFS Wealth Advisors held its Grayscale CoinDesk Crypto 5 ETF (GDLC) position steady in Q3 2026 at 1,159 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

JFS Wealth Advisors first reported a position in GDLC in Q4 2025 and has held it in 4 quarters since. The position peaked at $47.9K in Q4 2025. 58 funds tracked by Wall St. Rank hold GDLC as of Q3 2026.

  • JFS Wealth Advisors held 1,159 shares of Grayscale CoinDesk Crypto 5 ETF worth $44.5K as of Q3 2026.
  • JFS Wealth Advisors left its Grayscale CoinDesk Crypto 5 ETF share count unchanged in Q3 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #567 holding.
  • JFS Wealth Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and has held it in 4 quarters since.
  • JFS Wealth Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $47.9K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.