KPWS
GDLC

Kestra Private Wealth Services’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Kestra Private Wealth Services’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 		– Sell
-6,730
Closed -$210K – 1937
2026
Q1 		$210K Sell
6,730
-3,966
-37% -$141K ﹤0.01% 1614
2025
Q4 		$442K Buy
+10,696
New +$513K 0.01% 1232

Other funds holding GDLC

B
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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

Kestra Private Wealth Services's GDLC Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q2 2026, closing a stake of 6,730 shares — an estimated $210K sold.

Kestra Private Wealth Services first reported a position in GDLC in Q4 2025 and held it in 2 quarters. The position peaked at $442K in Q4 2025. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 6,730 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $210K.
  • Kestra Private Wealth Services first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's Grayscale CoinDesk Crypto 5 ETF position peaked at $442K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.