MWM
GDLC

Modern Wealth Management’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Modern Wealth Management’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 		$575K Sell
21,793
-6,530
-23% -$211K 0.01% 673
2026
Q1 		$890K Sell
28,323
-1,997
-7% -$70.8K 0.02% 439
2025
Q4 		$1.25M Hold
30,320
– – 0.02% 362
2025
Q3 		$1.69M Buy
+30,320
New +$1.68M 0.03% 306

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

Modern Wealth Management's GDLC Position: Q2 2026 in Review

Modern Wealth Management reduced its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 23% in Q2 2026, selling an estimated $211K and leaving 21,793 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #673.

Modern Wealth Management first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.69M in Q3 2025. 73 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Modern Wealth Management held 21,793 shares of Grayscale CoinDesk Crypto 5 ETF worth $575K as of Q2 2026.
  • Modern Wealth Management sold 6,530 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $211K.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #673 holding.
  • Modern Wealth Management first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Grayscale CoinDesk Crypto 5 ETF position peaked at $1.69M in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.