MJP Associates’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

MJP Associates’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	–	Sell	-5,300	Closed	-$219K	–	276
2025 Q4	$219K	Buy	+5,300	New	+$254K	0.03%	229

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

MJP Associates's GDLC Position: Q1 2026 in Review

MJP Associates sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q1 2026, closing a stake of 5,300 shares — an estimated $219K sold.

MJP Associates first reported a position in GDLC in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 78 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

MJP Associates reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q1 2026 after selling out during the quarter.
MJP Associates sold 5,300 Grayscale CoinDesk Crypto 5 ETF shares in Q1 2026, an estimated $219K.
MJP Associates first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and held it in 1 quarter.
MJP Associates's Grayscale CoinDesk Crypto 5 ETF position peaked at $219K in Q4 2025.
78 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.