PVI
GDLC

Pine Valley Investments’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Pine Valley Investments’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 		– Sell
-7,109
Closed -$222K – 645
2026
Q1 		$222K Buy
7,109
+330
+5% +$11.7K 0.01% 524
2025
Q4 		$280K Buy
+6,779
New +$325K 0.01% 459

Other funds holding GDLC

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Pine Valley Investments's GDLC Position: Q2 2026 in Review

Pine Valley Investments sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q2 2026, closing a stake of 7,109 shares — an estimated $222K sold.

Pine Valley Investments first reported a position in GDLC in Q4 2025 and held it in 2 quarters. The position peaked at $280K in Q4 2025. 18 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Pine Valley Investments reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q2 2026 after selling out during the quarter.
  • Pine Valley Investments sold 7,109 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $222K.
  • Pine Valley Investments first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and held it in 2 quarters.
  • Pine Valley Investments's Grayscale CoinDesk Crypto 5 ETF position peaked at $280K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.