IWC
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Integrated Wealth Concepts’s Coinbase COIN Stock Holding History

Integrated Wealth Concepts’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 		$825K Buy
5,645
+160
+3% +$28.9K 0.01% 1343
2026
Q1 		$958K Buy
5,485
+4,012
+272% +$790K 0.01% 1143
2025
Q4 		$333K Sell
1,473
-2,221
-60% -$662K ﹤0.01% 1276
2025
Q3 		$1.25M Buy
3,694
+1,129
+44% +$383K 0.01% 867
2025
Q2 		$899K Buy
2,565
+446
+21% +$104K 0.01% 979
2025
Q1 		$365K Buy
2,119
+413
+24% +$100K ﹤0.01% 1299
2024
Q4 		$424K Hold
1,706
– – ﹤0.01% 1203
2024
Q3 		$304K Hold
1,706
– – ﹤0.01% 1340
2024
Q2 		$379K Buy
1,706
+35
+2% +$8.05K 0.01% 1179
2024
Q1 		$443K Sell
1,671
-206
-11% -$37.1K 0.01% 1105
2023
Q4 		$327K Buy
+1,877
New +$205K 0.01% 1223
2022
Q1 		– Sell
-2,581
Closed -$651K – 950
2021
Q4 		$651K Buy
2,581
+27
+1% +$7.85K 0.02% 553
2021
Q3 		$581K Buy
2,554
+427
+20% +$105K 0.02% 544
2021
Q2 		$539K Buy
+2,127
New +$552K 0.02% 517

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's COIN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Coinbase (COIN) stake by 2.9% in Q2 2026, buying an estimated $28.9K and bringing the position to 5,645 shares worth $825K. The position accounts for 0.01% of the portfolio, ranked #1343.

Integrated Wealth Concepts first reported a position in COIN in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.25M in Q3 2025. 1,119 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Integrated Wealth Concepts held 5,645 shares of Coinbase worth $825K as of Q2 2026.
  • Integrated Wealth Concepts bought 160 Coinbase shares in Q2 2026, an estimated $28.9K.
  • Coinbase made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1343 holding.
  • Integrated Wealth Concepts first reported a position in Coinbase in Q2 2021 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Coinbase position peaked at $1.25M in Q3 2025.
  • 1,119 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.