KCIA
GDLC

Kingsbury Capital Investment Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Kingsbury Capital Investment 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 		$963K Buy
36,504
+17,248
+90% +$558K 0.82% 37
2026
Q1 		$601K Buy
+19,256
New +$683K 0.56% 49

Other funds holding GDLC

B
Bullish George Town $178M AUM
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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 $20.5B AUM 24.45% 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

Kingsbury Capital Investment Advisors's GDLC Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 90% in Q2 2026, buying an estimated $558K and bringing the position to 36,504 shares worth $963K. The position accounts for 0.82% of the portfolio, ranked #37.

Kingsbury Capital Investment Advisors 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.

  • Kingsbury Capital Investment Advisors held 36,504 shares of Grayscale CoinDesk Crypto 5 ETF worth $963K as of Q2 2026.
  • Kingsbury Capital Investment Advisors bought 17,248 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $558K.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.82% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • Kingsbury Capital Investment Advisors 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 Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.