Wealthcare Advisory Partners’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-5,040	Closed	-$208K	–	1148
2025 Q4	$208K	Buy	+5,040	New	+$242K	﹤0.01%	1000

Other funds holding GDLC

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $25.1B AUM 22.95% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.15% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Wealthcare Advisory Partners's GDLC Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Grayscale CoinDesk Crypto 5 ETF (GDLC) in Q1 2026, closing a stake of 5,040 shares — an estimated $208K sold.

Wealthcare Advisory Partners first reported a position in GDLC in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 78 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

Wealthcare Advisory Partners reported no remaining Grayscale CoinDesk Crypto 5 ETF position as of Q1 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,040 Grayscale CoinDesk Crypto 5 ETF shares in Q1 2026, an estimated $208K.
Wealthcare Advisory Partners first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and held it in 1 quarter.
Wealthcare Advisory Partners's Grayscale CoinDesk Crypto 5 ETF position peaked at $208K in Q4 2025.
78 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.