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

Napa 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
2025 Q3	$999K	Buy	+17,873	New	+$987K	0.47%	58

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 $424B AUM 22.94% 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 15.84% 1-Year Est. Return

Napa Wealth Management's GDLC Position: Q3 2025 in Review

Napa Wealth Management opened a new position in Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q3 2025: 17,873 shares worth $999K. The stake represents 0.47% of the portfolio and ranks #58 among its holdings.

69 funds tracked by Wall St. Rank hold GDLC as of Q3 2025.

Napa Wealth Management held 17,873 shares of Grayscale CoinDesk Crypto 5 ETF worth $999K as of Q3 2025.
Grayscale CoinDesk Crypto 5 ETF was a new Napa Wealth Management position in Q3 2025.
Grayscale CoinDesk Crypto 5 ETF made up 0.47% of Napa Wealth Management's portfolio in Q3 2025, its #58 holding.
69 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.