Modern Wealth Management, LLC
Position in GDLC — Grayscale CoinDesk Crypto 5 ETF
CIK 2001900
KANSAS CITY, MO
Position in GDLC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$575,117
-$308,277 QoQ
Shares Held
21,793
-23.1% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#23
of 74 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in GDLC Over Time
Shares Held
Position Value (USD)
All Filings in GDLC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,117 | 21,793 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $883,394 | 28,323 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,252,913 | 30,320 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,694,888 | 30,320 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||