AWA
COIN icon

Arete Wealth Advisors’s Coinbase COIN Stock Holding History

Arete Wealth Advisors’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
-5,442
Closed -$1.23M – 393
2025
Q4 		$1.23M Buy
5,442
+365
+7% +$109K 0.07% 254
2025
Q3 		$1.71M Sell
5,077
-1,352
-21% -$458K 0.11% 193
2025
Q2 		$2.25M Sell
6,429
-2,241
-26% -$524K 0.16% 125
2025
Q1 		$1.49M Buy
8,670
+2,423
+39% +$587K 0.11% 185
2024
Q4 		$1.56M Buy
6,247
+4,346
+229% +$1.1M 0.11% 184
2024
Q3 		$339K Sell
1,901
-3,734
-66% -$748K 0.03% 483
2024
Q2 		$1.25M Buy
+5,635
New +$1.3M 0.1% 195
2024
Q1 		– Sell
-6,300
Closed -$1.1M – 442
2023
Q4 		$1.1M Sell
6,300
-132
-2% -$14.4K 0.08% 234
2023
Q3 		$483K Buy
6,432
+864
+16% +$72.8K 0.08% 243
2023
Q2 		$398K Sell
5,568
-72
-1% -$4.29K 0.04% 414
2023
Q1 		$381K Sell
5,640
-101
-2% -$6.05K 0.03% 407
2022
Q4 		$203M Sell
5,741
-642
-10% -$33.8K 0.02% 554
2022
Q3 		$412K Buy
+6,383
New +$446K 0.04% 339
2022
Q2 		– Sell
-4,809
Closed -$913K – 472
2022
Q1 		$913K Buy
4,809
+1,622
+51% +$317K 0.08% 196
2021
Q4 		$804K Buy
3,187
+1,957
+159% +$569K 0.07% 211
2021
Q3 		$280K Buy
+1,230
New +$303K 0.03% 339

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arete Wealth Advisors's COIN Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Coinbase (COIN) in Q1 2026, closing a stake of 5,442 shares — an estimated $1.23M sold.

Arete Wealth Advisors first reported a position in COIN in Q3 2021 and held it in 16 quarters. The position peaked at $203M in Q4 2022. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,442 Coinbase shares in Q1 2026, an estimated $1.23M.
  • Arete Wealth Advisors first reported a position in Coinbase in Q3 2021 and held it in 16 quarters.
  • Arete Wealth Advisors's Coinbase position peaked at $203M in Q4 2022.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.