OK, I see where I was wrong now. You are right to emphasize the word "term" because that's precisely the detail I was missing. I can no longer come up with a contradiction.
The next obvious step is getting an answer to "what is the meaning of saying Go doesn't have subtyping?", which is essentially what you asked above:
> What distinction between coercion and subtyping are you making?
But this is a question for pcwalton, not you. :-) However, I have some thoughts on the matter.
While exploring the extent of my wrongness, I found it very interesting that the Go language spec doesn't mention the words "subtype" or "polymorphism" or "structural" at all. The FAQ mentions "subtype" and "covariance," but doesn't lead to anything conclusive. What I think this means is that the language designers of Go probably don't think of interfaces as being tied to the formal notion of subtype, but rather that of assignability or coercions. This just takes us in a circle though, which leads me to guess that this is a simple matter of two groups of people having different names for the same thing.