JWA
GDLC

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
Q2 		$30.6K Hold
1,159
– – ﹤0.01% 652
2026
Q1 		$36.1K Hold
1,159
– – ﹤0.01% 588
2025
Q4 		$47.9K Buy
+1,159
New +$55.6K ﹤0.01% 533

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

JFS Wealth Advisors's GDLC Position: Q2 2026 in Review

JFS Wealth Advisors held its Grayscale CoinDesk Crypto 5 ETF (GDLC) position steady in Q2 2026 at 1,159 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

JFS Wealth Advisors first reported a position in GDLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.9K in Q4 2025. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • JFS Wealth Advisors held 1,159 shares of Grayscale CoinDesk Crypto 5 ETF worth $30.6K as of Q2 2026.
  • JFS Wealth Advisors left its Grayscale CoinDesk Crypto 5 ETF share count unchanged in Q2 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #652 holding.
  • JFS Wealth Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $47.9K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.