Goldman Sachs has exited its positions in XRP and Solana exchange-traded funds during Q1 2026, signaling a strategic pivot amidst a market environment defined by historically high risk appetite. The firm continues to hold a substantial $715 million in Bitcoin ETFs, even as its investment in these assets decreased by about 10% from the previous quarter. In a proactive move, Goldman Sachs has increased its stake in Circle Internet Group by 24%, while alerting investors that the AI-driven market rally is evolving into a concentrated 'one big trade'.
“Goldman Sachs · walked away entirely from · XRP and Solana exchange-traded fund positions · during the first quarter of 2026”
“Goldman Sachs · kept around · Bitcoin exchange-traded funds · $715 million”
“Goldman Sachs · boosted its stake in · Circle Internet Group · 24%”
“Goldman Sachs · warns · AI-fueled market rally · is becoming 'one big trade'”
“Goldman Sachs · sees · historically high risk appetite indicator · for 2026”
“Goldman Sachs · sees · historically high risk appetite indicator for 2026”
“Goldman Sachs · exits · XRP, Solana ETF exposure in Q1 2026”
“Goldman Sachs · downgrades · Figma stock price target for rest of 2026”
“Goldman Sachs · exits · XRP, Solana ETF exposure · in Q1 2026”
“Goldman Sachs · downgrades · Figma stock price target · for rest of 2026”
“Goldman Sachs · says · strong Q1 earnings momentum is supporting · fresh S&P 500 highs”
“Goldman Sachs (GS) · stock price · GS · -0.22%”
