Purchases and Sales Made in Q4 2025 in Grayscale Digital Large Cap Fund LLC (GDLC)
This table provides information about the institutional ownership of Grayscale Digital Large Cap Fund LLC (GDLC) during Q4 2025. The information is specifically focused on institutions that hold shares of Grayscale Digital Large Cap Fund LLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
112KNew |
$5.11M - $6.92M
|
112K
$5.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
29.8KNew |
$1.36M - $1.84M
|
29.8K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.7K+ 138.13% |
$580K - $785K
|
22K
$999K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.73KNew |
$397K - $538K
|
8.73K
$397K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.22KNew |
$329K - $445K
|
7.22K
$329K
|
|
|
Jan 27, 2026
Q4 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.45KNew |
$248K - $336K
|
5.45K
$248K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.3KNew |
$241K - $326K
|
5.3K
$241K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.04KNew |
$229K - $311K
|
5.04K
$229K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.02KNew |
$228K - $309K
|
5.02K
$228K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO
|
BUY
|
- |
3.69KNew |
$168K - $227K
|
3.69K
$168K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.75K+ 522.86% |
$125K - $169K
|
3.27K
$149K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.76KNew |
$80.2K - $109K
|
1.76K
$80.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.16KNew |
$52.7K - $71.4K
|
1.16K
$52.7K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
495+ 40.74% |
$22.5K - $30.5K
|
1.71K
$77.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
481New |
$21.9K - $29.6K
|
481
$21.9K
|
|
|
Jan 27, 2026
Q4 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 200.0% |
$2.28K - $3.08K
|
75
$3.41K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
46New |
$2.09K - $2.83K
|
46
$2.09K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 10.64% |
$1.14K - $1.54K
|
210
$9.56K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.9K- 49.94% |
$223K - $302K
|
4.91K
$223K
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-11.1K- 56.23% |
$505K - $684K
|
8.64K
$393K
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-18K- 27.73% |
$820K - $1.11M
|
47K
$2.14M
|
|