LWMI
GDLC

Legacy Wealth Management (Idaho)’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$87.4K Buy
2,801
+1,165
+71% +$41.3K 0.04% 197
2025
Q4 		$67.6K Buy
+1,636
New +$78.4K 0.03% 186

Other funds holding GDLC

PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.15% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s GDLC Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 71% in Q1 2026, buying an estimated $41.3K and bringing the position to 2,801 shares worth $87.4K. The position accounts for 0.04% of the portfolio, ranked #197.

Legacy Wealth Management (Idaho) first reported a position in GDLC in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 2,801 shares of Grayscale CoinDesk Crypto 5 ETF worth $87.4K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 1,165 Grayscale CoinDesk Crypto 5 ETF shares in Q1 2026, an estimated $41.3K.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.04% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #197 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.