Sims Investment Management’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Sims Investment 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
2026 Q3	–	Sell	-385	Closed	-$10.2K	–	183
2026 Q2	$10.2K	Buy	+385	New	+$12.4K	﹤0.01%	99

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

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 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

Sims Investment Management's GDLC Position: Q3 2026 in Review

Sims Investment Management sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q3 2026, closing a stake of 385 shares — an estimated $10.2K sold.

Sims Investment Management first reported a position in GDLC in Q2 2026 and held it in 1 quarter. The position peaked at $10.2K in Q2 2026. 10 funds tracked by Wall St. Rank hold GDLC as of Q3 2026.

Sims Investment Management reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q3 2026 after selling out during the quarter.
Sims Investment Management sold 385 Grayscale CoinDesk Crypto 5 ETF shares in Q3 2026, an estimated $10.2K.
Sims Investment Management first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q2 2026 and held it in 1 quarter.
Sims Investment Management's Grayscale CoinDesk Crypto 5 ETF position peaked at $10.2K in Q2 2026.
10 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.