IWM
COIN icon

IHT Wealth Management’s Coinbase COIN Stock Holding History

IHT 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
Q1 		$1.08M Sell
6,200
-1,624
-21% -$320K 0.03% 543
2025
Q4 		$1.77M Sell
7,824
-284
-4% -$84.6K 0.04% 377
2025
Q3 		$2.74M Buy
8,108
+644
+9% +$218K 0.07% 268
2025
Q2 		$2.62M Sell
7,464
-566
-7% -$132K 0.07% 262
2025
Q1 		$1.38M Buy
8,030
+690
+9% +$167K 0.04% 377
2024
Q4 		$1.82M Sell
7,340
-1,690
-19% -$429K 0.06% 299
2024
Q3 		$1.57M Buy
9,030
+2,392
+36% +$479K 0.04% 380
2024
Q2 		$1.48M Sell
6,638
-280
-4% -$64.4K 0.06% 336
2024
Q1 		$1.83M Buy
6,918
+128
+2% +$23K 0.07% 271
2023
Q4 		$1.18M Buy
6,790
+431
+7% +$47.1K 0.05% 339
2023
Q3 		$477K Sell
6,359
-80
-1% -$6.74K 0.02% 570
2023
Q2 		$461K Buy
6,439
+173
+3% +$10.3K 0.02% 571
2023
Q1 		$423K Sell
6,266
-159
-2% -$9.52K 0.02% 560
2022
Q4 		$227K Sell
6,425
-443
-6% -$23.3K 0.01% 773
2022
Q3 		$443K Buy
6,868
+2,193
+47% +$153K 0.03% 490
2022
Q2 		$220K Buy
+4,675
New +$445K 0.02% 639
2022
Q1 		– Sell
-4,318
Closed -$1.09M – 784
2021
Q4 		$1.09M Sell
4,318
-288
-6% -$83.7K 0.08% 240
2021
Q3 		$1.05M Sell
4,606
-2,988
-39% -$736K 0.09% 235
2021
Q2 		$1.92M Buy
+7,594
New +$1.97M 0.12% 173

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

IHT Wealth Management's COIN Position: Q1 2026 in Review

IHT Wealth Management reduced its Coinbase (COIN) stake by 21% in Q1 2026, selling an estimated $320K and leaving 6,200 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #543.

IHT Wealth Management first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.74M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • IHT Wealth Management held 6,200 shares of Coinbase worth $1.08M as of Q1 2026.
  • IHT Wealth Management sold 1,624 Coinbase shares in Q1 2026, an estimated $320K.
  • Coinbase made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #543 holding.
  • IHT Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • IHT Wealth Management's Coinbase position peaked at $2.74M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.