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

Prosperity 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 Q4	$533K	Buy	+12,900	New	+$618K	0.18%	120

Other funds holding GDLC

Bullish George Town $178M AUM

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return

Prosperity Wealth Management's GDLC Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q4 2025: 12,900 shares worth $533K. The stake represents 0.18% of the portfolio and ranks #120 among its holdings.

86 funds tracked by Wall St. Rank hold GDLC as of Q4 2025.

Prosperity Wealth Management held 12,900 shares of Grayscale CoinDesk Crypto 5 ETF worth $533K as of Q4 2025.
Grayscale CoinDesk Crypto 5 ETF was a new Prosperity Wealth Management position in Q4 2025.
Grayscale CoinDesk Crypto 5 ETF made up 0.18% of Prosperity Wealth Management's portfolio in Q4 2025, its #120 holding.
86 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.