GRAYSCALE COINDESK CRYPTO GDLC
USD SHS · ETP · CUSIP G40705108
- SectorFinancials
- IndustryCommodity Contracts Brokers & Dealers
- HeadquartersStamford, CT
- FilingsSEC EDGAR
74
institutional holders
-7 vs Q1 2026
4.0m
shares reported held*
$105.9mreported value*
10 new
17 added
17 reduced
15 sold out
net sold ≈ $504.1k (-19.4k 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 ≈ $26.76.
Trends to Q2 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 |
| Q2 2026 | 74 |
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 |
|---|---|---|
| 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 |
| Q2 2026 | 27 | 32 |
Biggest buyers
| BIP Wealth, LLC | Added | +58.1k |
| Arax Advisory Partners | Added | +51.9k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +49.2k |
| Rehmann Capital Advisory Group | Added | +38.0k |
| KMT WEALTH MANAGEMENT, LLC | New | +36.5k |
| Integrated Wealth Concepts LLC | Added | +22.2k |
| Professional Financial Advisors, LLC | New | +20.9k |
| Aries Wealth Management | Added | +18.3k |
| Kingsbury Capital Investment Advisors LLC | Added | +17.2k |
| Keystone Financial Services, LLC | Added | +13.7k |
Biggest sellers
| Pasadena Private Wealth, LLC | Reduced | -190.2k |
| Pathstone Holdings, LLC | Reduced | -81.4k |
| INDEPENDENT FINANCIAL GROUP, LLC | Reduced | -53.2k |
| Cetera Investment Advisers | Reduced | -12.7k |
| 3EDGE Asset Management, LP | Sold out | -9.7k |
| AE Wealth Management LLC | Sold out | -8.8k |
| Duncan Williams Asset Management, LLC | Sold out | -8.7k |
| CAPTRUST FINANCIAL ADVISORS | Sold out | -7.5k |
| Pine Valley Investments Ltd Liability Co | Sold out | -7.1k |
| Allworth Financial LP | Reduced | -6.9k |
Insider purchases and sales since 1 Apr 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 since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Bullish 33.39% of their portfolio | 2.3m $59.5m | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 191.9k $5.1m | Reduced -12.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 148.2k $3.9m | Added +49.2k |
| Rehmann Capital Advisory Group 0.18% of their portfolio | 146.5k $3.9m | Added +38.0k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.06% of their portfolio | 119.0k $3.1m | Reduced -53.2k |
| Integrated Wealth Concepts LLC 0.01% of their portfolio | 84.7k $2.2m | Added +22.2k |
| BIP Wealth, LLC 0.05% of their portfolio | 65.3k $1.7m | Added +58.1k |
| Pasadena Private Wealth, LLC 0.21% of their portfolio | 62.5k $1.6m | Reduced -190.2k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 62.2k $1.6m | Reduced -81.4k |
| Hartmann Taylor Wealth Management, LLC 1.21% of their portfolio | 58.8k $1.8m | Reduced -285 |
| Arax Advisory Partners 0.01% of their portfolio | 52.1k $1.4m | Added +51.9k |
| DWM Financial Group, Inc. 1.78% of their portfolio | 48.4k $2.0m | First filing |
| Wealthspire Advisors, LLC 0.01% of their portfolio | 48.0k $1.3m | Added +10.8k |
| Aries Wealth Management 0.24% of their portfolio | 46.1k $1.2m | Added +18.3k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 45.6k $1.2m | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 41.8k $1.1m | Added +1.8k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.01% of their portfolio | 41.0k $1.1m | Unchanged |
| Kingsbury Capital Investment Advisors LLC 0.82% of their portfolio | 36.5k $963.3k | Added +17.2k |
| KMT WEALTH MANAGEMENT, LLC 0.82% of their portfolio | 36.5k $963.3k | New |
| Keystone Financial Services, LLC 0.55% of their portfolio | 34.6k $913.2k | Added +13.7k |
| DeDora Capital, Inc. 0.19% of their portfolio | 32.8k $865.2k | Added +7.1k |
| Elyxium Wealth, LLC 0.07% of their portfolio | 26.7k $704.3k | Added +2.0k |
| Modern Wealth Management, LLC 0.01% of their portfolio | 21.8k $575.1k | Reduced -6.5k |
| Professional Financial Advisors, LLC 0.10% of their portfolio | 20.9k $552.7k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 19.8k $522.0k | Added +9.4k |
| Fortis Group Advisors, LLC 0.08% of their portfolio | 18.7k $494.7k | Reduced -3.6k |
| MATHER GROUP, LLC. 0.00% of their portfolio | 16.1k $425.3k | Reduced -695 |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 15.6k $408.1k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 15.4k $405.7k | Added +9.1k |
| Rossmore Private Capital 0.03% of their portfolio | 13.7k $360.2k | Unchanged |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 12.4k $327.2k | New |
| Soltis Investment Advisors LLC 0.02% of their portfolio | 11.7k $307.7k | Unchanged |
| Creative Planning 0.00% of their portfolio | 11.4k $302.0k | Reduced -1.9k |
| Visionary Wealth Advisors 0.01% of their portfolio | 11.0k $290.8k | Added +3.5k |
| Formidable Asset Management, LLC 0.05% of their portfolio | 10.4k $323.4k | Reduced -800 |
| Fort Point Capital Partners LLC 0.03% of their portfolio | 9.4k $247.4k | New |
| MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio | 8.5k $225.6k | New |
| Alesco Advisors, LLC, An ESL Co 0.01% of their portfolio | 8.3k $218.7k | Unchanged |
| Balboa Wealth Partners 0.03% of their portfolio | 8.0k $209.9k | Added +20 |
| Claro Advisors Inc. 0.02% of their portfolio | 7.9k $209.2k | Reduced -1.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 7.6k $200.3k | Reduced -640 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 6.5k $172.2k | Reduced -2.2k |
| OAKWORTH CAPITAL, INC. 0.01% of their portfolio | 4.6k $123.8k | Unchanged |
| Benson Wealth Management INC 0.10% of their portfolio | 3.8k $101.5k | Reduced -474 |
| MCF Advisors LLC 0.00% of their portfolio | 3.7k $96.7k | Unchanged |
| WOLFF WIESE MAGANA LLC 0.03% of their portfolio | 2.8k $73.9k | Reduced -469 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 2.0k $54.1k | First filing |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 2.0k $52.4k | Unchanged |
| Smithfield Trust Co 0.00% of their portfolio | 1.4k $36.0k | Unchanged |
| Noble Wealth Management PBC 0.02% of their portfolio | 1.3k $35.5k | Unchanged |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 1.2k $30.6k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.1k $28.4k | Unchanged |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 1.0k $26.4k | Unchanged |
| WPG Advisers, LLC 0.01% of their portfolio | 861 $22.7k | New |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 719 $19.0k | Unchanged |
| Clearstead Advisors, LLC 0.00% of their portfolio | 695 $18.3k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 656 $17.0k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 626 $16.5k | Unchanged |
| Center for Financial Planning, Inc. 0.00% of their portfolio | 480 $12.7k | Unchanged |
| Wilkerson Advisory Group LLC 0.00% of their portfolio | 479 $12.6k | Added +119 |
| Allworth Financial LP 0.00% of their portfolio | 472 $12.5k | Reduced -6.9k |
| Larson Financial Group LLC 0.00% of their portfolio | 393 $10.4k | Unchanged |
| SIMS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 385 $10.2k | New |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 362 $9.6k | New |
| MCGUIRE CAPITAL ADVISORS INC 0.00% of their portfolio | 330 $8.7k | Unchanged |
| Manchester Capital Management LLC 0.00% of their portfolio | 300 $7.9k | Unchanged |
| Sankala Group LLC 0.01% of their portfolio | 284 $8.3k | Unchanged |
| Truvestments Capital LLC 0.00% of their portfolio | 269 $7.1k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 245 $6.5k | Reduced -500 |
| Financial Perspectives, Inc 0.00% of their portfolio | 221 $5.8k | Unchanged |
| Forum Finance Group S.A. 0.00% of their portfolio | 215 $5.0k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 180 $4.8k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 135 $3.6k | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 2 $53 | New |