PPW
GDLC

Pasadena Private Wealth’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Pasadena Private Wealth’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 		$7.88M Buy
252,650
+226,466
+865% +$8.03M 1.09% 20
2025
Q4 		$1.08M Sell
26,184
-8,728
-25% -$418K 0.15% 78
2025
Q3 		$1.95M Buy
+34,912
New +$1.93M 0.28% 51

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 $25.1B AUM 22.95% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.15% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $549M AUM 66.97% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return