Wealthspire Advisors (New York)
GDLC icon

Wealthspire Advisors (New York)’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Wealthspire Advisors (New York)’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 		$1.27M Buy
48,014
+10,766
+29% +$348K 0.01% 513
2026
Q1 		$1.16M Buy
37,248
+26,415
+244% +$937K 0.01% 379
2025
Q4 		$448K Buy
10,833
+6,096
+129% +$292K ﹤0.01% 648
2025
Q3 		$265K Buy
+4,737
New +$262K ﹤0.01% 712

Other funds holding GDLC

B
Bullish George Town $178M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Integrated Wealth Concepts
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 $178M AUM 10.08% 1-Year Est. Return
BIP Wealth
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

Wealthspire Advisors (New York)'s GDLC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 29% in Q2 2026, buying an estimated $348K and bringing the position to 48,014 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #513.

Wealthspire Advisors (New York) first reported a position in GDLC in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Wealthspire Advisors (New York) held 48,014 shares of Grayscale CoinDesk Crypto 5 ETF worth $1.27M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 10,766 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $348K.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #513 holding.
  • Wealthspire Advisors (New York) first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.