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Gladstone Institutional Advisory’s Coinbase COIN Stock Holding History

Gladstone Institutional Advisory’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,005
Closed -$680K – 842
2025
Q4 		$680K Sell
3,005
-754
-20% -$225K 0.03% 440
2025
Q3 		$1.27M Buy
3,759
+478
+15% +$162K 0.05% 318
2025
Q2 		$1.15M Sell
3,281
-284
-8% -$66.4K 0.05% 324
2025
Q1 		$614K Buy
3,565
+28
+0.8% +$6.78K 0.03% 420
2024
Q4 		$878K Buy
3,537
+1,366
+63% +$347K 0.04% 350
2024
Q3 		$387K Sell
2,171
-598
-22% -$120K 0.02% 514
2024
Q2 		$615K Buy
2,769
+436
+19% +$100K 0.03% 381
2024
Q1 		$619K Sell
2,333
-67
-3% -$12.1K 0.03% 372
2023
Q4 		$417K Buy
+2,400
New +$262K 0.02% 451
2023
Q3 		– Sell
-5,038
Closed -$360K – 630
2023
Q2 		$360K Buy
+5,038
New +$301K 0.02% 465
2022
Q2 		– Sell
-2,638
Closed -$501K – 667
2022
Q1 		$501K Buy
2,638
+250
+10% +$48.8K 0.03% 429
2021
Q4 		$603K Buy
+2,388
New +$694K 0.05% 341

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gladstone Institutional Advisory's COIN Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of Coinbase (COIN) in Q1 2026, closing a stake of 3,005 shares — an estimated $680K sold.

Gladstone Institutional Advisory first reported a position in COIN in Q4 2021 and held it in 12 quarters. The position peaked at $1.27M in Q3 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,005 Coinbase shares in Q1 2026, an estimated $680K.
  • Gladstone Institutional Advisory first reported a position in Coinbase in Q4 2021 and held it in 12 quarters.
  • Gladstone Institutional Advisory's Coinbase position peaked at $1.27M in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.