Golden State Wealth Management’s Coinbase COIN Stock Holding History

Golden State Wealth Management’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 Q2	$46.3K	Buy	317 +3	+1%	+$542	﹤0.01%	743
2026 Q1	$54.8K	Sell	314 -47	-13%	-$9.25K	0.01%	656
2025 Q4	$81.6K	Buy	361 +54	+18%	+$16.1K	0.01%	572
2025 Q3	$104K	Buy	307 +3	+1%	+$1.02K	0.01%	497
2025 Q2	$107K	Sell	304 -87	-22%	-$20.3K	0.01%	462
2025 Q1	$67.3K	Sell	391 -396	-50%	-$95.9K	0.01%	527
2024 Q4	$195K	Buy	+787	New	+$200K	0.03%	325
2022 Q1	–	Sell	-919	Closed	-$232K	–	314
2021 Q4	$232K	Sell	919 -467	-34%	-$136K	0.04%	335
2021 Q3	$315K	Sell	1,386 -252	-15%	-$62K	0.07%	228
2021 Q2	$415K	Buy	+1,638	New	+$425K	0.09%	187

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Golden State Wealth Management's COIN Position: Q2 2026 in Review

Golden State Wealth Management increased its Coinbase (COIN) stake by 0.96% in Q2 2026, buying an estimated $542 and bringing the position to 317 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Golden State Wealth Management first reported a position in COIN in Q2 2021 and has held it in 10 quarters since. The position peaked at $415K in Q2 2021. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Golden State Wealth Management held 317 shares of Coinbase worth $46.3K as of Q2 2026.
Golden State Wealth Management bought 3 Coinbase shares in Q2 2026, an estimated $542.
Coinbase made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #743 holding.
Golden State Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 10 quarters since.
Golden State Wealth Management's Coinbase position peaked at $415K in Q2 2021.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.