Strategic Shift in Crypto Portfolio: Goldman Sachs Cuts Bitcoin and Ethereum, Adds XRP and Solana

According to Form 13F filings submitted to the U.S. Securities and Exchange Commission, the bank cut its spot Bitcoin ETF holdings by 39.4% quarter over quarter as of December 31, 2025. The institution held 21.2 million shares in spot Bitcoin ETFs, with a total value of approximately $1.06 billion at year-end.

A similar reduction was recorded on the Ethereum side. The bank lowered its spot Ethereum ETF holdings by 27.2%, ending the year with roughly 40.7 million shares valued at around $1 billion.

Meanwhile, the institution entered newly launched spot XRP and Solana ETFs. By year-end, it held approximately $153 million in XRP ETF exposure and $108 million in Solana ETF exposure, reportedly gained entirely through spot ETFs rather than direct token purchases. The move signals a portfolio reallocation rather than a full withdrawal of institutional interest in crypto assets.