U.S. Capital Wealth Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

U.S. Capital 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 Q1	$1.62M	Buy	+52,069	New	+$1.85M	0.04%	396

Other funds holding GDLC

Bullish George Town $178M AUM

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return

U.S. Capital Wealth Advisors's GDLC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q1 2026: 52,069 shares worth $1.62M. The stake represents 0.04% of the portfolio and ranks #396 among its holdings.

80 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

U.S. Capital Wealth Advisors held 52,069 shares of Grayscale CoinDesk Crypto 5 ETF worth $1.62M as of Q1 2026.
Grayscale CoinDesk Crypto 5 ETF was a new U.S. Capital Wealth Advisors position in Q1 2026.
Grayscale CoinDesk Crypto 5 ETF made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #396 holding.
80 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.