SIM
GDLC

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
Q2 		$10.2K Buy
+385
New +$12.4K ﹤0.01% 99

Other funds holding GDLC

B
Bullish George Town $178M AUM
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
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 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
DFG
DWM Financial Group Palatine, Illinois $112M AUM
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

Sims Investment Management's GDLC Position: Q2 2026 in Review

Sims Investment Management opened a new position in Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q2 2026: 385 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #99 among its holdings.

73 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Sims Investment Management held 385 shares of Grayscale CoinDesk Crypto 5 ETF worth $10.2K as of Q2 2026.
  • Grayscale CoinDesk Crypto 5 ETF was a new Sims Investment Management position in Q2 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Sims Investment Management's portfolio in Q2 2026, its #99 holding.
  • 73 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.