SOA Wealth Advisors
GDLC icon

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
Q3 		$27.6K Hold
719
– – ﹤0.01% 465
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

Bullish
Bullish George Town $257M AUM 28.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group Lansing, Michigan $2.24B AUM 16.99% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Keystone Financial Services (Nebraska)
Keystone Financial Services (Nebraska) Omaha, Nebraska $169M AUM 14.5% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Hartmann Taylor Wealth Management
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Aries Wealth Management
Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

SOA Wealth Advisors's GDLC Position: Q3 2026 in Review

SOA Wealth Advisors held its Grayscale CoinDesk Crypto 5 ETF (GDLC) position steady in Q3 2026 at 719 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

SOA Wealth Advisors first reported a position in GDLC in Q3 2025 and has held it in 5 quarters since. The position peaked at $40.2K in Q3 2025. 79 funds tracked by Wall St. Rank hold GDLC as of Q3 2026.

  • SOA Wealth Advisors held 719 shares of Grayscale CoinDesk Crypto 5 ETF worth $27.6K as of Q3 2026.
  • SOA Wealth Advisors left its Grayscale CoinDesk Crypto 5 ETF share count unchanged in Q3 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #465 holding.
  • SOA Wealth Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 5 quarters since.
  • SOA Wealth Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $40.2K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.