SIS
GDLC

Sound Income Strategies’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Sound Income Strategies’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 		– Sell
-615
Closed -$19.3K – 2569
2026
Q1 		$19.3K Buy
615
+134
+28% +$4.75K ﹤0.01% 1198
2025
Q4 		$21.9K Buy
+481
New +$23.1K ﹤0.01% 1113

Other funds holding GDLC

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Sound Income Strategies's GDLC Position: Q2 2026 in Review

Sound Income Strategies sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q2 2026, closing a stake of 615 shares — an estimated $19.3K sold.

Sound Income Strategies first reported a position in GDLC in Q4 2025 and held it in 2 quarters. The position peaked at $21.9K in Q4 2025. 18 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Sound Income Strategies reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 615 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $19.3K.
  • Sound Income Strategies first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Grayscale CoinDesk Crypto 5 ETF position peaked at $21.9K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.