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

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DC
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PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return