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Wealth Alliance’s Coinbase COIN Stock Holding History

Wealth 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
2025
Q3 		– Sell
-926
Closed -$325K – 564
2025
Q2 		$325K Buy
+926
New +$216K 0.04% 385
2024
Q4 		– Sell
-1,509
Closed -$269K – 503
2024
Q3 		$269K Buy
1,509
+474
+46% +$94.9K 0.03% 423
2024
Q2 		$230K Buy
+1,035
New +$238K 0.03% 453

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wealth Alliance's COIN Position: Q3 2025 in Review

Wealth Alliance sold out of Coinbase (COIN) in Q3 2025, closing a stake of 926 shares — an estimated $325K sold.

Wealth Alliance first reported a position in COIN in Q2 2024 and held it in 3 quarters. The position peaked at $325K in Q2 2025. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Wealth Alliance reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • Wealth Alliance sold 926 Coinbase shares in Q3 2025, an estimated $325K.
  • Wealth Alliance first reported a position in Coinbase in Q2 2024 and held it in 3 quarters.
  • Wealth Alliance's Coinbase position peaked at $325K in Q2 2025.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Wealth Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.