Goldman Sachs Cuts Bitcoin, Ethereum ETF Stakes, Adds XRP, Solana

Goldman Sachs has adjusted its crypto ETF portfolio in the fourth quarter of 2025. A new filing shows the bank reduced its holdings in Bitcoin and Ethereum ETFs. Though it added fresh positions in XRP and Solana funds.

The latest disclosure shows about $1.1 billion in Bitcoin ETF exposure. Ethereum ETFs account for roughly $1 billion. Meanwhile, new positions include about $153 million in XRP ETFs and $108 million in Solana ETFs. All of these holdings come through spot crypto ETFs, not direct token ownership. The data reflects the bank’s positions as of December 31, 2025.

Bitcoin and Ethereum Positions Reduced

Goldman Sachs trimmed its core crypto holdings during the quarter. Its Bitcoin ETF exposure fell by about 39% compared to the previous quarter. The bank now holds around $1.06 billion in Bitcoin ETF shares. Ethereum positions also declined. The bank cut its Ethereum ETF holdings by about 27%. The remaining position stands near $1 billion.

These reductions happened during a weaker period for crypto prices. BTC dropped sharply during the fourth quarter. The decline likely pushed institutions to rebalance risk. Still, BTC and ETH remain the largest parts of Goldman’s crypto portfolio. Together, they make up most of the bank’s total exposure.

New Bets on XRP and Solana ETFs

While reducing its main positions, Goldman Sachs entered new markets. The filing shows fresh investments in XRP and Solana ETFs. The bank now holds about $153 million in XRP ETF shares. It also holds around $108 million in Solana ETF positions. These products launched during the fourth quarter. Which explains the new entries.

The move shows a shift toward a more diversified crypto strategy. Instead of focusing only on BTC and ETH, the bank is testing exposure to other major assets. But the positions remain much smaller than its core holdings. This suggests a cautious approach rather than a full shift.

Institutional Strategy Still Focused on ETFs

Goldman Sachs’s total crypto exposure stands near $2.3 billion. That figure remains small compared to its overall portfolio. Still, the presence of crypto in a major Wall Street bank’s filing carries symbolic weight. The bank continues to use regulated ETF products instead of holding tokens directly. This approach offers easier compliance and risk control. Additionally, some reports note that Goldman’s crypto ETF exposure now exceeds its gold ETF positions. This shift highlights growing institutional comfort with digital assets.

What the Changes Signal for the Market

The adjustments show a mix of caution and continued interest. Goldman Sachs reduced risk in Bitcoin and Ethereum during a weaker quarter. But it still added new exposure to other crypto assets. Furthermore, the move suggests institutions are not leaving crypto. Instead, they are becoming more selective about where they invest. Crypto still represents a tiny share of the bank’s overall assets. However, moves like this continue to push digital assets further into mainstream finance.

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