Moloney Securities Asset Management’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Moloney Securities Asset 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
2025 Q3	$500K	Buy	+8,953	New	+$495K	0.06%	275
2024 Q3	–	Sell	-18,283	Closed	-$411K	–	516
2024 Q2	$411K	Sell	18,283 -2,219	-11%	-$49.9K	0.06%	300
2024 Q1	$486K	Buy	+20,502	New	+$486K	0.07%	270
2023 Q4	–	Sell	-14,485	Closed	-$121K	–	487
2023 Q3	$121K	Buy	+14,485	New	+$121K	0.02%	394
2021 Q2	–	Sell	-6,044	Closed	-$230K	–	467
2021 Q1	$230K	Buy	+6,044	New	+$230K	0.05%	351

Other funds holding GDLC

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.15% 1-Year Est. Return

Moloney Securities Asset Management's GDLC Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q3 2025: 8,953 shares worth $500K. The stake represents 0.06% of the portfolio and ranks #275 among its holdings. This is a return to the name: Moloney Securities Asset Management previously reported a position in GDLC as recently as Q2 2024.

Moloney Securities Asset Management first reported a position in GDLC in Q1 2021 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold GDLC as of Q3 2025.

Moloney Securities Asset Management held 8,953 shares of Grayscale CoinDesk Crypto 5 ETF worth $500K as of Q3 2025.
Grayscale CoinDesk Crypto 5 ETF was a new Moloney Securities Asset Management position in Q3 2025.
Grayscale CoinDesk Crypto 5 ETF made up 0.06% of Moloney Securities Asset Management's portfolio in Q3 2025, its #275 holding.
Moloney Securities Asset Management first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q1 2021 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.