Goldman Sachs has completed a complete exit from its XRP ETF and Solana ETF positions in Q1 2026, according to the firm's latest 13F filing. The banking giant had previously held approximately $154 million worth of XRP ETF exposure at the end of Q4 2025, making it the largest disclosed institutional investor in spot XRP ETFs at the time. As reported by 99Bitcoins, Goldman had spread this exposure across four XRP products from Bitwise, Franklin, Grayscale, and 21Shares when these products launched in Q4 2025.
U.S. spot Bitcoin ETFs recorded $648.6 million in net outflows on Monday, marking the largest single-day withdrawal since January 29. According to SoSoValue data, this extends last week's cumulative withdrawals to roughly $1 billion after a six-week inflow streak came to an end. BlackRock's IBIT accounted for the largest share with $448.3 million in outflows, while Ark & 21Shares' ARKB lost $109.6 million. Fidelity's FBTC posted $63.4 million in withdrawals, with products from Bitwise, VanEck, Invesco, and Franklin Templeton ending the session in negative territory.
Despite the exit from altcoin ETFs, Goldman Sachs maintains significant crypto exposure through infrastructure-focused investments. As reported by 99Bitcoins, the firm holds multiple iShares Ethereum Trust positions worth approximately $114 million, $60 million, and $3.4 million respectively, plus a separate iShares Staked Ethereum Trust position worth around $66.9 million. The bank also maintains hundreds of millions in Bitcoin through the iShares Bitcoin Trust ETF, representing a strategic shift toward established crypto infrastructure companies over direct token exposure.
Bitcoin fell below $77,000 over the weekend as renewed U.S.-Iran tensions pushed oil prices higher and revived inflation concerns. By Tuesday, Bitcoin was still trading near the monthly open level around $77,000, an area Bitfinex analysts described as critical for determining whether the market's recovery structure can remain intact. According to Bitfinex analysts, weakening ETF demand and slower on-chain capital inflows have left Bitcoin more exposed to macroeconomic pressure, with liquidity conditions deteriorating to their weakest level since early February.
