高盛悄悄地成為現場比特幣ETF市場上最大的機構參與者之一

根據其最新的監管披露，華爾街巨頭現在持有貝萊德比特幣ETF的價值超過14億美元的股份

Goldman Sachs has quietly become one of the biggest institutional players in the Bitcoin ETF market. According to its latest 13F filing, the firm now holds over $1.4 billion worth of shares in BlackRock’s Bitcoin ETF, IBIT—making it the fund’s largest shareholder.

高盛（Goldman Sachs）悄悄地成為比特幣ETF市場上最大的機構參與者之一。根據其最新的13F備案，該公司現在持有貝萊德（Blackrock）比特幣ETF IBIT的價值超過14億美元的股票，這是該基金最大的股東。

As of the end of March, Goldman reported owning 30.8 million shares in IBIT, a notable increase of nearly 7 million since its last filing in December. It also maintains a $250 million position in Fidelity’s BTC ETF, FBTC, with just over 3.4 million shares—unchanged from the previous quarter.

截至3月底，高盛（Goldman）報告說，自12月上次提交文件以來，伊比特（Ibit）擁有3000萬股股票，顯著增長了近700萬股。它還在Fidelity的BTC ETF FBTC中保持了2.5億美元的頭寸，距離上一季度剛剛超過340萬股。

The buildup appears to have taken place during Bitcoin’s price correction earlier this year, suggesting Goldman saw it as a buying opportunity.

該公司似乎在今年早些時候進行了比特幣的價格更正期間進行了積累，這表明高盛將其視為購買機會。

Interestingly, Goldman has also shifted its strategy: it previously held hundreds of millions in IBIT and FBTC options, but those derivatives are now absent from its latest portfolio. The move hints at a more straightforward, long-term commitment to spot exposure.

有趣的是，高盛還改變了其戰略：它以前持有數億美元的IBIT和FBTC選項，但是這些衍生產品現在不在其最新投資組合中。此舉暗示了對現場曝光的更直接，長期的承諾。

While CEO David Solomon remains publicly cautious, calling Bitcoin “an interesting speculative asset,” Goldman’s actions suggest growing institutional confidence in the digital asset’s role within diversified portfolios.

儘管首席執行官戴維·所羅門（David Solomon）仍然公開謹慎，稱比特幣為“一種有趣的投機資產”，但高盛的行動表明，對數字資產在多元化投資組合中的作用的機構信心越來越大。