Grayscale adjusts its crypto fund holdings in Q2: GSC Fund increases BNB holdings, AI Fund removes NEAR, DeFi Fund sells UNI.
2026.08.06 12:41:10
Grayscale Investments has announced the rebalancing results for its multi-asset funds in Q2 2026, adjusting allocations across several of its crypto funds in line with respective index methodologies. The Grayscale DeFi Fund (DEFG) adjusted per the CoinDesk DeFi Select Index, selling Uniswap (UNI) and reallocating proceeds proportionally to existing fund components. As of the August 3 close, DEFG’s holdings stand at: UNI 34.16%, Ondo (ONDO) 25.44%, Aave (AAVE) 19.97%, Ethena (ENA) 12.19%, Curve (CRV) 4.42%, and Lido DAO (LDO) 3.82%. The Grayscale Smart Contract Fund (GSC) adjusted its portfolio per the CoinDesk Smart Contract Platform Select Capped Index, selling some existing assets and using proceeds to purchase BNB, making BNB the fund’s largest weighted asset. As of August 3, GSC’s holdings are: BNB 30.6%, Ethereum (ETH) 29.47%, Solana (SOL) 29.15%, Cardano (ADA) 4.88%, Hedera (HBAR) 2.08%, Avalanche (AVAX) 1.92%, and Sui (SUI) 1.9%. The Grayscale Decentralized AI Fund (AI Fund) sold NEAR Protocol (NEAR) and reallocated funds to other fund component assets. As of August 3, its holdings include: NEAR 31.35%, Bittensor (TAO) 29.15%, Render (RENDER) 21.59%, and Filecoin (FIL) 17.91%.
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