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Soltis Investment Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Soltis Investment 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 		$308K Hold
11,661
– – 0.02% 478
2026
Q1 		$364K Buy
11,661
+540
+5% +$19.2K 0.02% 396
2025
Q4 		$460K Sell
11,121
-277
-2% -$13.3K 0.03% 338
2025
Q3 		$637K Buy
+11,398
New +$630K 0.04% 272

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 22.9% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
DFG
DWM Financial Group Palatine, Illinois $112M AUM
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
BIP Wealth
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

Soltis Investment Advisors's GDLC Position: Q2 2026 in Review

Soltis Investment Advisors held its Grayscale CoinDesk Crypto 5 ETF (GDLC) position steady in Q2 2026 at 11,661 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #478.

Soltis Investment Advisors first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $637K in Q3 2025. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Soltis Investment Advisors held 11,661 shares of Grayscale CoinDesk Crypto 5 ETF worth $308K as of Q2 2026.
  • Soltis Investment Advisors left its Grayscale CoinDesk Crypto 5 ETF share count unchanged in Q2 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #478 holding.
  • Soltis Investment Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • Soltis Investment Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $637K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.