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Mitchell McLeod Pugh & Williams’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Mitchell McLeod Pugh & Williams’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
2025
Q4 		– Sell
-3,897
Closed -$214K – 301
2025
Q3 		$214K Buy
+3,897
New +$215K 0.03% 268

Other funds holding GDLC

B
Bullish George Town $178M AUM
Discovery Capital Management
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's GDLC Position: Q4 2025 in Review

Mitchell McLeod Pugh & Williams sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q4 2025, closing a stake of 3,897 shares — an estimated $214K sold.

Mitchell McLeod Pugh & Williams first reported a position in GDLC in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 88 funds tracked by Wall St. Rank hold GDLC as of Q4 2025.

  • Mitchell McLeod Pugh & Williams reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q4 2025 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 3,897 Grayscale CoinDesk Crypto 5 ETF shares in Q4 2025, an estimated $214K.
  • Mitchell McLeod Pugh & Williams first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and held it in 1 quarter.
  • Mitchell McLeod Pugh & Williams's Grayscale CoinDesk Crypto 5 ETF position peaked at $214K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q4 2025.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2025, filed 11 Feb 2026.