SageView Advisory Group
GDLC icon

SageView Advisory Group’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

SageView Advisory Group’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 		– Sell
-2,914
Closed -$120K – 2608
2025
Q4 		$120K Buy
+2,914
New +$140K ﹤0.01% 768

Other funds holding GDLC

B
Bullish George Town $178M AUM
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

SageView Advisory Group's GDLC Position: Q1 2026 in Review

SageView Advisory Group sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q1 2026, closing a stake of 2,914 shares — an estimated $120K sold.

SageView Advisory Group first reported a position in GDLC in Q4 2025 and held it in 1 quarter. The position peaked at $120K in Q4 2025. 81 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

  • SageView Advisory Group reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,914 Grayscale CoinDesk Crypto 5 ETF shares in Q1 2026, an estimated $120K.
  • SageView Advisory Group first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Grayscale CoinDesk Crypto 5 ETF position peaked at $120K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.