MG
GDLC

Mather Group’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Mather Group’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 		$425K Sell
16,115
-695
-4% -$22.5K ﹤0.01% 583
2026
Q1 		$524K Buy
+16,810
New +$596K 0.01% 473

Other funds holding GDLC

B
Bullish George Town $178M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
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

Mather Group's GDLC Position: Q2 2026 in Review

Mather Group reduced its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 4.1% in Q2 2026, selling an estimated $22.5K and leaving 16,115 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Mather Group first reported a position in GDLC in Q1 2026 and has held it in 2 quarters since. The position peaked at $524K in Q1 2026. 73 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Mather Group held 16,115 shares of Grayscale CoinDesk Crypto 5 ETF worth $425K as of Q2 2026.
  • Mather Group sold 695 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $22.5K.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #583 holding.
  • Mather Group first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q1 2026 and has held it in 2 quarters since.
  • Mather Group's Grayscale CoinDesk Crypto 5 ETF position peaked at $524K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.