高盛悄悄地成为现场比特币ETF市场上最大的机构参与者之一

根据其最新的监管披露，华尔街巨头现在持有贝莱德比特币ETF的价值超过14亿美元的股份

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）悄悄地成为比特币ETF市场上最大的机构参与者之一。根据其最新的13F备案，该公司现在持有贝莱德（Blackrock）比特币ETF IBIT的价值超过14亿美元的股票，这是该基金最大的股东。

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）报告说，自12月上次提交文件以来，伊比特（Ibit）拥有3000万股股票，显着增长了近700万股。它还在Fidelity的BTC ETF FBTC中保持了2.5亿美元的头寸，距离上一季度刚刚超过340万股。

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

该公司似乎在今年早些时候进行了比特币的价格更正期间进行了积累，这表明高盛将其视为购买机会。

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，高盛还改变了其战略：它以前持有数亿美元的IBIT和FBTC选项，但是这些衍生产品现在不在其最新投资组合中。此举暗示了对现场曝光的更直接，长期的承诺。

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.

尽管首席执行官戴维·所罗门（David Solomon）仍然公开谨慎，称比特币为“一种有趣的投机资产”，但高盛的行动表明，对数字资产在多元化投资组合中的作用的机构信心越来越大。