GRAYSCALE COINDESK CRYPTO GDLC
USD SHS · ETP · CUSIP G40705108
- SectorFinancials
- IndustryCommodity Contracts Brokers & Dealers
- HeadquartersStamford, CT
- FilingsSEC EDGAR
81
institutional holders
-6 vs Q4 2025
4.0m
shares reported held*
$124.8mreported value*
19 new
26 added
10 reduced
24 sold out
net sold ≈ $2.1m (-66.0k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $31.36.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 2 |
| Q1 2023 | 1 |
| Q2 2023 | 1 |
| Q3 2023 | 3 |
| Q4 2023 | 1 |
| Q1 2024 | 3 |
| Q2 2024 | 3 |
| Q3 2024 | 3 |
| Q4 2024 | 3 |
| Q1 2025 | 3 |
| Q2 2025 | 2 |
| Q3 2025 | 69 |
| Q4 2025 | 87 |
| Q1 2026 | 81 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 0 | 2 |
| Q3 2024 | 1 | 1 |
| Q4 2024 | 1 | 1 |
| Q1 2025 | 0 | 1 |
| Q2 2025 | 0 | 1 |
| Q3 2025 | 66 | 0 |
| Q4 2025 | 47 | 29 |
| Q1 2026 | 45 | 34 |
Biggest buyers
| Pasadena Private Wealth, LLC | Added | +226.5k |
| ENVESTNET ASSET MANAGEMENT INC | New | +98.9k |
| Integrated Wealth Concepts LLC | New | +62.5k |
| U.S. Capital Wealth Advisors, LLC | New | +52.1k |
| Pathstone Holdings, LLC | Added | +27.4k |
| Wealthspire Advisors, LLC | Added | +26.4k |
| Fortis Group Advisors, LLC | New | +22.3k |
| Keystone Financial Services, LLC | New | +20.9k |
| Elyxium Wealth, LLC | Added | +17.6k |
| MATHER GROUP, LLC. | New | +16.8k |
Biggest sellers
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | Sold out | -423.1k |
| RIVERSEDGE ADVISORS, LLC | Sold out | -112.3k |
| JANE STREET GROUP, LLC | Sold out | -63.2k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Sold out | -22.0k |
| Formidable Asset Management, LLC | Reduced | -18.7k |
| CITADEL ADVISORS LLC | Sold out | -17.5k |
| Cherry Creek Investment Advisors, Inc. | Sold out | -8.6k |
| Gallacher Capital Management LLC | Sold out | -8.5k |
| Aptus Capital Advisors, LLC | Sold out | -5.7k |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Sold out | -5.6k |
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Bullish 33.26% of their portfolio | 2.3m $70.3m | Unchanged |
| Pasadena Private Wealth, LLC 1.09% of their portfolio | 252.7k $7.9m | Added +226.5k |
| Cetera Investment Advisers 0.01% of their portfolio | 204.6k $6.4m | Reduced -4.5k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.12% of their portfolio | 172.1k $5.4m | Added +8.8k |
| Pathstone Holdings, LLC 0.02% of their portfolio | 143.6k $4.5m | Added +27.4k |
| Rehmann Capital Advisory Group 0.18% of their portfolio | 108.5k $3.4m | Added +1.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 98.9k $3.1m | New |
| Integrated Wealth Concepts LLC 0.02% of their portfolio | 62.5k $1.9m | New |
| Hartmann Taylor Wealth Management, LLC 1.22% of their portfolio | 59.0k $1.8m | Added +12.1k |
| U.S. Capital Wealth Advisors, LLC 0.04% of their portfolio | 52.1k $1.6m | New |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.26% of their portfolio | 45.6k $1.4m | Unchanged |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.01% of their portfolio | 41.0k $1.3m | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 39.9k $1.2m | Added +5.5k |
| Wealthspire Advisors, LLC 0.01% of their portfolio | 37.2k $1.2m | Added +26.4k |
| Modern Wealth Management, LLC 0.02% of their portfolio | 28.3k $890.2k | Reduced -2.0k |
| Aries Wealth Management 0.19% of their portfolio | 27.7k $865.4k | Added +13.1k |
| DeDora Capital, Inc. 0.20% of their portfolio | 25.7k $800.8k | Added +6.2k |
| Elyxium Wealth, LLC 0.25% of their portfolio | 24.7k $771.3k | Added +17.6k |
| Fortis Group Advisors, LLC 0.13% of their portfolio | 22.3k $768.1k | New |
| Keystone Financial Services, LLC 0.44% of their portfolio | 20.9k $653.1k | New |
| Kingsbury Capital Investment Advisors LLC 0.56% of their portfolio | 19.3k $600.6k | First filing |
| MATHER GROUP, LLC. 0.01% of their portfolio | 16.8k $524.3k | New |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 15.6k $468.6k | Unchanged |
| Rossmore Private Capital 0.04% of their portfolio | 13.7k $425.7k | New |
| Creative Planning 0.00% of their portfolio | 13.4k $417.2k | Added +3.3k |
| Soltis Investment Advisors LLC 0.02% of their portfolio | 11.7k $363.7k | Added +540 |
| Formidable Asset Management, LLC 0.07% of their portfolio | 11.2k $461.5k | Reduced -18.7k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 10.4k $325.0k | Added +4.1k |
| 3EDGE Asset Management, LP 0.01% of their portfolio | 9.7k $301.6k | New |
| Claro Advisors Inc. 0.03% of their portfolio | 9.3k $290.2k | Reduced -100 |
| AE Wealth Management LLC 0.00% of their portfolio | 8.8k $274.3k | Added +65 |
| Duncan Williams Asset Management, LLC 0.08% of their portfolio | 8.7k $272.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.7k $271.3k | Added +700 |
| Alesco Advisors, LLC, An ESL Co 0.01% of their portfolio | 8.3k $258.5k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 8.2k $256.7k | Reduced -773 |
| Balboa Wealth Partners 0.04% of their portfolio | 7.9k $247.5k | Added +712 |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 7.5k $234.9k | Added +1.6k |
| Visionary Wealth Advisors 0.01% of their portfolio | 7.5k $233.7k | New |
| Allworth Financial LP 0.00% of their portfolio | 7.4k $230.0k | Reduced -406 |
| BIP Wealth, LLC 0.01% of their portfolio | 7.3k $226.9k | New |
| Pine Valley Investments Ltd Liability Co 0.01% of their portfolio | 7.1k $221.7k | Added +330 |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 6.7k $209.9k | Reduced -4.0k |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 6.2k $195.8k | Added +4.5k |
| OAKWORTH CAPITAL, INC. 0.01% of their portfolio | 4.6k $143.7k | Unchanged |
| Benson Wealth Management INC 0.18% of their portfolio | 4.3k $134.8k | Reduced -2.2k |
| WHITTIER TRUST CO 0.00% of their portfolio | 3.7k $117.6k | Unchanged |
| MCF Advisors LLC 0.01% of their portfolio | 3.7k $114.2k | New |
| WOLFF WIESE MAGANA LLC 0.06% of their portfolio | 3.3k $102.0k | Unchanged |
| Legacy Wealth Managment, LLC/ID 0.04% of their portfolio | 2.8k $87.4k | Added +1.2k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 2.0k $62.1k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 1.9k $57.9k | Added +146 |
| Smithfield Trust Co 0.00% of their portfolio | 1.4k $45.0k | Unchanged |
| Noble Wealth Management PBC 0.02% of their portfolio | 1.3k $42.0k | Added +1.3k |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 1.2k $36.1k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 1.1k $34.5k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.1k $33.5k | New |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 1.0k $31.2k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 745 $23.2k | Added +500 |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 719 $22.4k | Unchanged |
| Clearstead Advisors, LLC 0.00% of their portfolio | 695 $21.7k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 656 $20.0k | New |
| US BANCORP \DE\ 0.00% of their portfolio | 626 $19.5k | Unchanged |
| Sound Income Strategies, LLC 0.00% of their portfolio | 615 $19.3k | Added +134 |
| Wealth Preservation Advisors, LLC 0.02% of their portfolio | 599 $18.7k | Unchanged |
| Center for Financial Planning, Inc. 0.00% of their portfolio | 480 $15.0k | New |
| Larson Financial Group LLC 0.00% of their portfolio | 393 $12.3k | Unchanged |
| Wilkerson Advisory Group LLC 0.00% of their portfolio | 360 $11.2k | Added +182 |
| MCGUIRE CAPITAL ADVISORS INC 0.01% of their portfolio | 330 $10.3k | Unchanged |
| Manchester Capital Management LLC 0.00% of their portfolio | 300 $9.4k | Unchanged |
| Anfield Capital Management, LLC 0.00% of their portfolio | 300 $9.4k | Added +161 |
| Sankala Group LLC 0.01% of their portfolio | 284 $8.6k | Unchanged |
| Truvestments Capital LLC 0.00% of their portfolio | 269 $8.4k | Reduced -350 |
| Destiny Wealth Partners, LLC 0.00% of their portfolio | 224 $7.0k | New |
| Financial Perspectives, Inc 0.00% of their portfolio | 221 $6.9k | Unchanged |
| Forum Finance Group S.A. 0.00% of their portfolio | 215 $5.0k | First filing |
| Arax Advisory Partners 0.00% of their portfolio | 200 $6.2k | Unchanged |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 135 $4.2k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 135 $4.2k | New |
| Ancora Advisors LLC 0.00% of their portfolio | 42 $1.3k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 20 $624 | Unchanged |
| Atlantic Edge Private Wealth Management, LLC 0.00% of their portfolio | 10 $312 | Reduced -65 |