Grayscale Shifts Q2 2026 Funds, BNB Takes Top Spot in Smart Contract Fund

Grayscale Investments has rebalanced its multi-asset crypto funds for Q2 2026, and BNB is now the top holding in the Grayscale Smart Contract Fund with a weight of approximately 30.6%. This move placed BNB ahead of Ethereum at 29.47% and Solana at 29.15%, making it the single largest holding in the GSC Fund.

The rebalance affected three separate funds this quarter, up from two funds adjusted in previous quarterly reviews. In the Smart Contract Fund, the inclusion of BNB required proportional sales of existing holdings to fund the purchase, resulting in minor reductions in both ETH and SOL allocations.

The changes also extended to Grayscale's DeFi Fund and Decentralized AI Fund, where Uniswap's UNI token saw a reduction in the DeFi Fund, though it retained a leading position at roughly 34.16%. Near Protocol's NEAR was adjusted within the AI Fund, where it now leads with a 31.35% weight.