Key Takeaways:
- Grayscale rebalanced its GDLC ETF, lifting Bitcoin, XRP and Solana allocations.
- Ether weighting trimmed to 13.30% from 13.43% in the large-cap fund.
- BNB held steady at 4.64%; no tokens were added or removed.
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Grayscale lifts XRP, Solana, Bitcoin to 3.98%, 2.54%, trims Ether
Grayscale lifted Bitcoin, XRP and Solana weightings in its CoinDesk Crypto 5 ETF (GDLC) to 75.54%, 3.98% and 2.54%, trimming Ether to 13.30%.
The rebalance, completed July 31 and effective Aug. 3, followed CoinDesk Indices' quarterly review confirming Bitcoin, Ether, XRP, Solana and BNB met the CoinDesk 5 Index inclusion criteria, the fund's 8-K filing with the SEC shows. Grayscale Investments Sponsors adjusted holdings by buying and selling existing components in proportion to their weightings, with no tokens added or removed.
The new allocations compare with 75.53% Bitcoin, 13.43% Ether, 4.64% BNB, 3.88% XRP and 2.52% Solana previously. Each share now represents 0.0003 Bitcoin, 0.0021 Ether, 0.0023 BNB, 1.0633 XRP and 0.0099 Solana. BNB held steady at 4.64%.
The shift comes as Grayscale's XRP Trust ETF (GXRP) sold $180.78 million of XRP in the first half of 2026, cutting holdings to 55.04 million tokens from 122.23 million at end-2025, with net assets falling to $57.41 million from $223.36 million, per its 10-Q filing.
Bitcoin held near $64,722, up about 1 percent in 24 hours, with trading volume thin as broader crypto markets stayed uncertain. XRP traded at $1.05, down more than 2 percent, with a 24-hour range of $1.04 to $1.07 and volume up 33 percent as traders awaited progress on the Clarity Act in the Senate. Analyst Ali Martinez predicted XRP could fall to $0.80 if it fails to hold above $1.
The rebalancing shows Grayscale's institutional tilt toward Bitcoin, XRP and Solana over Ether, which could draw capital flows toward the higher-weighted assets while adding mild pressure on Ether. As a prominent large-cap crypto fund from a major asset manager, the GDLC move may influence broader institutional allocation patterns and relative valuations among the top digital assets, with the next quarterly review scheduled for late October.
