RIL
GDLC

Rothschild Investment LLC’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Rothschild Investment 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
Q2 		$26.4K Hold
1,000
– – ﹤0.01% 1454
2026
Q1 		$31.2K Hold
1,000
– – ﹤0.01% 1261
2025
Q4 		$41.3K Hold
1,000
– – ﹤0.01% 1081
2025
Q3 		$55.9K Buy
+1,000
New +$55.2K ﹤0.01% 959

Other funds holding GDLC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Rothschild Investment LLC's GDLC Position: Q2 2026 in Review

Rothschild Investment LLC held its Grayscale CoinDesk Crypto 5 ETF (GDLC) position steady in Q2 2026 at 1,000 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Rothschild Investment LLC first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $55.9K in Q3 2025. 57 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Rothschild Investment LLC held 1,000 shares of Grayscale CoinDesk Crypto 5 ETF worth $26.4K as of Q2 2026.
  • Rothschild Investment LLC left its Grayscale CoinDesk Crypto 5 ETF share count unchanged in Q2 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1454 holding.
  • Rothschild Investment LLC first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's Grayscale CoinDesk Crypto 5 ETF position peaked at $55.9K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.