SS
GDLC

Sunbelt Securities’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Sunbelt Securities’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
Q1 		$4.21K Hold
135
– – ﹤0.01% 1726
2025
Q4 		$5.58K Hold
135
– – ﹤0.01% 1608
2025
Q3 		$7.55K Buy
+135
New +$7.46K ﹤0.01% 1513

Other funds holding GDLC

B
Bullish George Town $178M AUM
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Sunbelt Securities's GDLC Position: Q1 2026 in Review

Sunbelt Securities held its Grayscale CoinDesk Crypto 5 ETF (GDLC) position steady in Q1 2026 at 135 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Sunbelt Securities first reported a position in GDLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.55K in Q3 2025. 81 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

  • Sunbelt Securities held 135 shares of Grayscale CoinDesk Crypto 5 ETF worth $4.21K as of Q1 2026.
  • Sunbelt Securities left its Grayscale CoinDesk Crypto 5 ETF share count unchanged in Q1 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1726 holding.
  • Sunbelt Securities first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Grayscale CoinDesk Crypto 5 ETF position peaked at $7.55K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.