AWA
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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
2025
Q4 		– Sell
-5,077
Closed -$1.71M – 434
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 		$203K 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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arete Wealth Advisors's COIN Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Coinbase (COIN) in Q4 2025, closing a stake of 5,077 shares — an estimated $1.71M sold.

Arete Wealth Advisors first reported a position in COIN in Q3 2021 and held it in 15 quarters. The position peaked at $2.25M in Q2 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,077 Coinbase shares in Q4 2025, an estimated $1.71M.
  • Arete Wealth Advisors first reported a position in Coinbase in Q3 2021 and held it in 15 quarters.
  • Arete Wealth Advisors's Coinbase position peaked at $2.25M in Q2 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.