高盛加倍押注比特币 (BTC) ETF，向贝莱德 iShares 比特币信托投资 4.61 亿美元

高盛正在通过加倍投资其他投资基金（例如 Fidelity 的 Wise Origin 比特币 ETF 和 Grayscale 的比特币信托）来实现比特币 ETF 投资组合的多元化。

Goldman Sachs is ramping up its exposure to Bitcoin, as revealed in its latest 13F filings with the U.S. Securities and Exchange Commission. The investment banking giant has significantly increased its holdings in BlackRock's iShares Bitcoin Trust (NYSEARCA:IBIT), a move that could indicate its bullish stance on the world's largest cryptocurrency.

正如高盛向美国证券交易委员会提交的最新 13F 文件中透露的那样，该公司正在加大对比特币的投资力度。这家投资银行巨头已大幅增持贝莱德旗下 iShares 比特币信托基金（NYSEARCA：IBIT），此举可能表明其对全球最大加密货币的看涨立场。

According to the filings, Goldman Sachs now holds 12.7 million shares of IBIT, which is a substantial increase from the 6.9 million shares it reported in its previous filing. This marks an 83% rise in its IBIT holdings, now valued at an impressive $461 million. With this addition, Goldman Sachs has emerged as the second-largest holder of IBIT among all the reporting institutions.

文件显示，高盛目前持有 1270 万股 IBIT 股票，较之前文件中报告的 690 万股大幅增加。这标志着其 IBIT 持有量增加了 83%，目前价值达到令人印象深刻的 4.61 亿美元。凭借这一举措，高盛已成为所有报告机构中 IBIT 的第二大持有者。

The filings also reveal that Goldman Sachs has been actively accumulating shares in other Bitcoin ETFs throughout the year. Its holdings in Fidelity's Wise Origin Bitcoin ETF (NYSEARCA:WOBI) stood at 1.7 million shares, indicating an approximate value of $95.5 million. This shows a 13% increase compared to its previous 13F filing.

文件还显示，高盛全年一直在积极增持其他比特币 ETF 的股票。它持有 Fidelity 的 Wise Origin 比特币 ETF（NYSEARCA：WOBI）170 万股，价值约 9550 万美元。与之前的 13F 备案相比，增加了 13%。

Furthermore, Goldman Sachs' holdings in Grayscale's Bitcoin Trust (NYSE:GBTC) surged by 116% since the last filings, now totaling 1.42 million shares, which is valued at about $71.8 million. The investment bank's total holdings in funds linked to Bitcoin, including those managed by Invesco, WisdomTree, and Ark/21Shares, now exceed 940,000 shares of BTCO (NYSEARCA:BTCO), valued at approximately $59.7 million, and 650,000 shares of BITB (NYSEARCA:BITB), at about $22.5 million.

此外，自上次提交文件以来，高盛持有的 Grayscale 比特币信托基金（NYSE：GBTC）飙升 116%，目前总计 142 万股，价值约 7180 万美元。该投资银行持有的与比特币相关的基金（包括 Invesco、WisdomTree 和 Ark/21Shares 管理的基金）的总持有量现已超过 940,000 股 BTCO（NYSEARCA：BTCO），价值约 5,970 万美元，以及 650,000 股 BITB（NYSEARCA：BTCO）。 BITB），约 2250 万美元。

These filings come amidst a banner year for Bitcoin, with the cryptocurrency's price skyrocketing to new all-time highs following its record-breaking rally after Donald Trump's victory in the U.S. presidential election. BTC's price has surged by over 32% in the last 30 days, climbing to a new peak of $93,434 on November 13. At press time, Bitcoin is trading around $88,137, showing a slight correction from the recent highs.

这些文件发布之际，比特币迎来了辉煌的一年，在唐纳德·特朗普赢得美国总统大选后，加密货币的价格创下了破纪录的涨幅，飙升至历史新高。 BTC 的价格在过去 30 天内飙升了 32% 以上，并于 11 月 13 日攀升至 93,434 美元的新高。截至发稿时，比特币交易价格约为 88,137 美元，较近期高点略有回调。

The massive inflows into Bitcoin ETFs have been one of the key factors driving BTC's remarkable ascent. In just the last six days, Bitcoin ETFs have seen a net inflow of $4.7 billion, bringing the total inflows for the year to $28.2 billion. BlackRock's iShares Bitcoin Trust is setting new records with $5 billion in trading volume, outpacing even major stocks and ETFs, which saw a total of $13 billion in volume over three days.

比特币 ETF 的大量资金流入是推动 BTC 显着上涨的关键因素之一。仅在过去六天内，比特币 ETF 就净流入 47 亿美元，使全年总流入达到 282 亿美元。贝莱德 (BlackRock) 的 iShares 比特币信托 (iShares Bitcoin Trust) 创下了 50 亿美元交易量的新纪录，甚至超过了主要股票和 ETF（三天内交易量总计 130 亿美元）。

However, there was a sharp reversal in flows on November 14, with Bitcoin ETFs posting a net outflow of $400.7 million. Fidelity's Bitcoin ETF led the declines with $179.2 million withdrawn. The ARK & 21Shares joint ETF lost $161.7 million, Bitwise's fund lost $113.9 million, and Grayscale products lost $74.9 million.

然而，11 月 14 日资金流向出现急剧逆转，比特币 ETF 净流出 4.007 亿美元。富达 (Fidelity) 的比特币 ETF 领跌，撤资 1.792 亿美元。 ARK & 21Shares 联合 ETF 损失了 1.617 亿美元，Bitwise 的基金损失了 1.139 亿美元，Grayscale 产品损失了 7490 万美元。

IBIT bucked the trend with $126.5 million in net inflows, while VanEck's HODL ETF also gained $2.5 million.

IBIT 逆势净流入 1.265 亿美元，而 VanEck 的 HODL ETF 也获得 250 万美元的净流入。