WPA
GDLC

Wealth Preservation Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Wealth Preservation 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 		– Sell
-599
Closed -$18.7K – 1024
2026
Q1 		$18.7K Hold
599
– – 0.02% 326
2025
Q4 		$24.8K Hold
599
– – 0.01% 247
2025
Q3 		$33.5K Hold
599
– – 0.02% 211
2025
Q2 		$28.7K Hold
599
– – 0.02% 222
2025
Q1 		$20.8K Buy
+599
New +$20.8K 0.01% 256

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RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IWC
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 $151M AUM 15.84% 1-Year Est. Return
BW
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

Wealth Preservation Advisors's GDLC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q2 2026, closing a stake of 599 shares — an estimated $18.7K sold.

Wealth Preservation Advisors first reported a position in GDLC in Q1 2025 and held it in 5 quarters. The position peaked at $33.5K in Q3 2025. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 599 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $18.7K.
  • Wealth Preservation Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $33.5K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.