SWA
GDLC

SOA Wealth Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

SOA Wealth Advisors’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 		$19K Hold
719
– – ﹤0.01% 521
2026
Q1 		$22.4K Hold
719
– – ﹤0.01% 485
2025
Q4 		$29.7K Hold
719
– – 0.01% 447
2025
Q3 		$40.2K Buy
+719
New +$39.7K 0.01% 405

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

SOA Wealth Advisors's GDLC Position: Q2 2026 in Review

SOA Wealth Advisors held its Grayscale CoinDesk Crypto 5 ETF (GDLC) position steady in Q2 2026 at 719 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

SOA Wealth Advisors first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $40.2K in Q3 2025. 73 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • SOA Wealth Advisors held 719 shares of Grayscale CoinDesk Crypto 5 ETF worth $19K as of Q2 2026.
  • SOA Wealth Advisors left its Grayscale CoinDesk Crypto 5 ETF share count unchanged in Q2 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #521 holding.
  • SOA Wealth Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • SOA Wealth Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $40.2K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.