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 Q1	$524K	Buy	+16,810	New	+$596K	0.01%	473

Other funds holding GDLC

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

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 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 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

Mather Group's GDLC Position: Q1 2026 in Review

Mather Group opened a new position in Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q1 2026: 16,810 shares worth $524K. The stake represents 0.01% of the portfolio and ranks #473 among its holdings.

78 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

Mather Group held 16,810 shares of Grayscale CoinDesk Crypto 5 ETF worth $524K as of Q1 2026.
Grayscale CoinDesk Crypto 5 ETF was a new Mather Group position in Q1 2026.
Grayscale CoinDesk Crypto 5 ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #473 holding.
78 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.