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
Q2 		$675K Sell
4,615
-1,460
-24% -$264K 0.02% 573
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
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

Independent Advisor Alliance's COIN Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Coinbase (COIN) stake by 24% in Q2 2026, selling an estimated $264K and leaving 4,615 shares worth $675K. The position accounts for 0.02% of the portfolio, ranked #573.

Independent Advisor Alliance first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.94M in Q2 2021. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Independent Advisor Alliance held 4,615 shares of Coinbase worth $675K as of Q2 2026.
  • Independent Advisor Alliance sold 1,460 Coinbase shares in Q2 2026, an estimated $264K.
  • Coinbase made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #573 holding.
  • Independent Advisor Alliance first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • Independent Advisor Alliance's Coinbase position peaked at $2.94M in Q2 2021.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.