IAGL
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Innovative Advisory Group, LLC’s Coinbase COIN Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-1,066
Closed -$241K – 72
2025
Q4 		$241K Sell
1,066
-378
-26% -$113K 0.15% 35
2025
Q3 		$487K Sell
1,444
-50
-3% -$17K 0.3% 29
2025
Q2 		$524K Sell
1,494
-60
-4% -$14K 0.44% 24
2025
Q1 		$268K Buy
1,554
+177
+13% +$42.9K 0.25% 27
2024
Q4 		$342K Buy
+1,377
New +$350K 0.3% 25

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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Innovative Advisory Group, LLC's COIN Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,066 shares — an estimated $241K sold.

Innovative Advisory Group, LLC first reported a position in COIN in Q4 2024 and held it in 5 quarters. The position peaked at $524K in Q2 2025. 1,182 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,066 Coinbase shares in Q1 2026, an estimated $241K.
  • Innovative Advisory Group, LLC first reported a position in Coinbase in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Coinbase position peaked at $524K in Q2 2025.
  • 1,182 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.