KMT Wealth Management’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

KMT Wealth Management’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	New	+$1.18M	0.82%	37

Other funds holding GDLC

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return

Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Elyxium Wealth San Mateo, California $952M AUM 43.58% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

KMT Wealth Management's GDLC Position: Q2 2026 in Review

KMT Wealth Management opened a new position in Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q2 2026: 36,504 shares worth $963K. The stake represents 0.82% of the portfolio and ranks #37 among its holdings.

37 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

KMT Wealth Management held 36,504 shares of Grayscale CoinDesk Crypto 5 ETF worth $963K as of Q2 2026.
Grayscale CoinDesk Crypto 5 ETF was a new KMT Wealth Management position in Q2 2026.
Grayscale CoinDesk Crypto 5 ETF made up 0.82% of KMT Wealth Management's portfolio in Q2 2026, its #37 holding.
37 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on KMT Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.