Goldman Sachs has made significant changes to its cryptocurrency investment strategy during the fourth quarter of 2025. According to NS3.AI, the firm reduced its holdings in Bitcoin and Ethereum spot ETFs by 39.4% and 27.2%, respectively. This shift occurred as both Bitcoin and Ethereum experienced sharp price declines during the same period.
In contrast, Goldman Sachs initiated new substantial positions in XRP and Solana spot ETFs. This reallocation reflects a strategic adjustment in response to the notable market downturn affecting major cryptocurrencies.