IAA
COIN icon

Independent Advisor Alliance’s Coinbase COIN Stock Holding History

Independent Advisor Alliance’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 		$1.06M Sell
6,075
-915
-13% -$180K 0.01% 804
2025
Q4 		$1.58M Sell
6,990
-1,508
-18% -$449K 0.04% 354
2025
Q3 		$2.87M Buy
8,498
+394
+5% +$134K 0.07% 220
2025
Q2 		$2.84M Buy
8,104
+100
+1% +$23.4K 0.08% 211
2025
Q1 		$1.38M Buy
8,004
+516
+7% +$125K 0.05% 316
2024
Q4 		$1.86M Buy
7,488
+1,813
+32% +$460K 0.02% 528
2024
Q3 		$1.01M Sell
5,675
-249
-4% -$49.9K 0.04% 328
2024
Q2 		$1.32M Buy
5,924
+2,859
+93% +$658K 0.05% 281
2024
Q1 		$813K Sell
3,065
-1,411
-32% -$254K 0.03% 356
2023
Q4 		$778K Buy
4,476
+110
+3% +$12K 0.03% 348
2023
Q3 		$328K Sell
4,366
-707
-14% -$59.6K 0.01% 499
2023
Q2 		$363K Sell
5,073
-487
-9% -$29K 0.02% 489
2023
Q1 		$376K Buy
+5,560
New +$333K 0.02% 475
2022
Q4 		– Sell
-6,001
Closed -$387K – 463
2022
Q3 		$387K Buy
6,001
+320
+6% +$22.3K 0.02% 429
2022
Q2 		$267K Buy
+5,681
New +$541K 0.01% 505
2022
Q1 		– Sell
-4,245
Closed -$1.07M – 679
2021
Q4 		$1.07M Sell
4,245
-478
-10% -$139K 0.05% 270
2021
Q3 		$1.07M Sell
4,723
-6,904
-59% -$1.7M 0.06% 254
2021
Q2 		$2.94M Buy
+11,627
New +$3.02M 0.16% 130

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

Independent Advisor Alliance's COIN Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Coinbase (COIN) stake by 13% in Q1 2026, selling an estimated $180K and leaving 6,075 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #804.

Independent Advisor Alliance first reported a position in COIN in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.94M in Q2 2021. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Independent Advisor Alliance held 6,075 shares of Coinbase worth $1.06M as of Q1 2026.
  • Independent Advisor Alliance sold 915 Coinbase shares in Q1 2026, an estimated $180K.
  • Coinbase made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #804 holding.
  • Independent Advisor Alliance first reported a position in Coinbase in Q2 2021 and has held it in 18 quarters since.
  • Independent Advisor Alliance's Coinbase position peaked at $2.94M in Q2 2021.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.