Moneta Group Investment Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Moneta Group Investment Advisors’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	$226K	Buy	+8,548	New	+$276K	﹤0.01%	796

Other funds holding GDLC

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

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

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

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

DWM Financial Group Palatine, Illinois $112M AUM

Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Moneta Group Investment Advisors's GDLC Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q2 2026: 8,548 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings.

73 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

Moneta Group Investment Advisors held 8,548 shares of Grayscale CoinDesk Crypto 5 ETF worth $226K as of Q2 2026.
Grayscale CoinDesk Crypto 5 ETF was a new Moneta Group Investment Advisors position in Q2 2026.
Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #796 holding.
73 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.