IAGL
GDLC

Innovative Advisory Group, LLC’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Innovative Advisory Group, LLC’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
-1,480
Closed -$61.2K – 252
2025
Q4 		$61.2K Buy
1,480
+1,300
+722% +$62.3K 0.04% 69
2025
Q3 		$10.1K Buy
+180
New +$9.94K 0.01% 142

Other funds holding GDLC

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IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Innovative Advisory Group, LLC's GDLC Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q1 2026, closing a stake of 1,480 shares — an estimated $61.2K sold.

Innovative Advisory Group, LLC first reported a position in GDLC in Q3 2025 and held it in 2 quarters. The position peaked at $61.2K in Q4 2025. 81 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,480 Grayscale CoinDesk Crypto 5 ETF shares in Q1 2026, an estimated $61.2K.
  • Innovative Advisory Group, LLC first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and held it in 2 quarters.
  • Innovative Advisory Group, LLC's Grayscale CoinDesk Crypto 5 ETF position peaked at $61.2K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.