WT
GDLC

Whittier Trust’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Whittier Trust’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 		$118K Hold
3,685
– – ﹤0.01% 680
2025
Q4 		$164K Buy
+3,685
New +$177K ﹤0.01% 640

Other funds holding GDLC

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

Whittier Trust's GDLC Position: Q1 2026 in Review

Whittier Trust held its Grayscale CoinDesk Crypto 5 ETF (GDLC) position steady in Q1 2026 at 3,685 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Whittier Trust first reported a position in GDLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $164K in Q4 2025. 78 funds tracked by Wall St. Rank hold GDLC as of Q1 2026.

  • Whittier Trust held 3,685 shares of Grayscale CoinDesk Crypto 5 ETF worth $118K as of Q1 2026.
  • Whittier Trust left its Grayscale CoinDesk Crypto 5 ETF share count unchanged in Q1 2026.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #680 holding.
  • Whittier Trust first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and has held it in 2 quarters since.
  • Whittier Trust's Grayscale CoinDesk Crypto 5 ETF position peaked at $164K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.