Wealth Enhancement Advisory Services
GDLC icon

Wealth Enhancement Advisory Services’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Wealth Enhancement Advisory Services’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 		$207K Buy
+5,580
New +$181K ﹤0.01% 3715
2026
Q1 		– Sell
-21,963
Closed -$975K – 3927
2025
Q4 		$975K Buy
21,963
+12,740
+138% +$611K ﹤0.01% 1977
2025
Q3 		$547K Buy
+9,223
New +$510K ﹤0.01% 2295

Other funds holding GDLC

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's GDLC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q3 2026: 5,580 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #3715 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in GDLC as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in GDLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $975K in Q4 2025. 10 funds tracked by Wall St. Rank hold GDLC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 5,580 shares of Grayscale CoinDesk Crypto 5 ETF worth $207K as of Q3 2026.
  • Grayscale CoinDesk Crypto 5 ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3715 holding.
  • Wealth Enhancement Advisory Services first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Grayscale CoinDesk Crypto 5 ETF position peaked at $975K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.