Professional Financial Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Professional Financial 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 Q3	$819K	Buy	21,345 +401	+2%	+$13K	0.14%	80
2026 Q2	$553K	Buy	+20,944	New	+$677K	0.1%	89

Other funds holding GDLC

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Professional Financial Advisors's GDLC Position: Q3 2026 in Review

Professional Financial Advisors increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 1.9% in Q3 2026, buying an estimated $13K and bringing the position to 21,345 shares worth $819K. The position accounts for 0.14% of the portfolio, ranked #80.

Professional Financial Advisors first reported a position in GDLC in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold GDLC as of Q3 2026.

Professional Financial Advisors held 21,345 shares of Grayscale CoinDesk Crypto 5 ETF worth $819K as of Q3 2026.
Professional Financial Advisors bought 401 Grayscale CoinDesk Crypto 5 ETF shares in Q3 2026, an estimated $13K.
Grayscale CoinDesk Crypto 5 ETF made up 0.14% of Professional Financial Advisors's portfolio in Q3 2026, its #80 holding.
Professional Financial Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q2 2026 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.