IronOak Wealth’s Coinbase COIN Stock Holding History

IronOak Wealth’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
2025 Q2	$2.49M	Buy	+7,105	New	+$1.66M	2.42%	8
2024 Q4	$765K	Buy	+3,082	New	+$782K	0.86%	45

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

IronOak Wealth's COIN Position: Q2 2025 in Review

IronOak Wealth opened a new position in Coinbase (COIN) in Q2 2025: 7,105 shares worth $2.49M. The stake represents 2.42% of the portfolio and ranks #8 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in COIN as recently as Q4 2024.

IronOak Wealth first reported a position in COIN in Q4 2024 and has held it in 2 quarters since. 1,257 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

IronOak Wealth held 7,105 shares of Coinbase worth $2.49M as of Q2 2025.
Coinbase was a new IronOak Wealth position in Q2 2025.
Coinbase made up 2.42% of IronOak Wealth's portfolio in Q2 2025, its #8 holding.
IronOak Wealth first reported a position in Coinbase in Q4 2024 and has held it in 2 quarters since.
1,257 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.