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8-K ·Filed Oct 5, 2026

GSUI

Grayscale Sui Staking ETF
NEUTRAL
Impact 2/10
Horizonweeks Processed22d 8h ago SEC0001193125-26-414297
8-K Item 1.01 + 5.02 (likely routine officer/director compensation agreement)
Actionable Insight • Neutral

Monitor future filings for any disclosure of the amount of SUI moved to Anchorage Digital, which would signal the scale of custody diversification. The temporary fee rebate is a minor operational detail with no material impact on the Trust's expense ratio.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d
GSUI ▼ -11.16% at T+5d
NEUTRAL call -11.16% · α vs SPY -11.02% · entry $17.21 → $15.29
Next anchor: T+20d in 5d
Latest observation: T+13 -13.66% FF3 residual α
Entry = T+0 close
Oct 5, 2026
via day close
T+1d
-6.10%
call -6.10% · α -5.86%
$16.16
settled 22d ago
T+5d
-11.16%
call -11.16% · α -11.02%
$15.29
settled 16d ago
T+20d
Pending
in 5d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Grayscale Sui Staking ETF (GSUI) entered into a custody agreement with Anchorage Digital Bank N.A. as an additional custodian for a portion of its SUI holdings, alongside existing primary custodian Coinbase. The move is described as part of the Sponsor's ongoing risk management approach as the Trust grows, but no specific amount of SUI to be moved has been determined. This is a routine operational diversification filing with no financial terms disclosed.

Key Facts

  • Grayscale Sui Staking ETF added Anchorage Digital Bank N.A. as an additional custodian via a Sixth Amendment to the existing Master Custody Service Agreement.
  • Coinbase Custody Trust Company, LLC remains the Trust's primary custodian; the existing arrangement is unaffected.
  • The Sponsor has not yet determined the total amount of SUI to be moved to Anchorage Digital.
  • Anchorage Digital is required to maintain commercial crime insurance or a fidelity bond with limits of not less than $100 million in the aggregate.
  • The amendment also provides for a temporary rebate of a portion of custody fees (specific terms redacted).

Financial Impact

No financial impact disclosed; custody fees are Sponsor-paid expenses and the amount of SUI to be custodied by Anchorage Digital is undetermined.

Risk Factors

  • Custody concentration risk is slightly reduced by adding a second custodian, but Coinbase remains primary and allocation is undetermined.
  • Shareholders cannot be assured that Anchorage Digital's insurance will cover losses with respect to the Trust's SUI.

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-414297
Document: gsui-20260929.htm0001193125-26-414297
Document: gsui-ex10_2.htm0001193125-26-414297
Document: 0001193125-26-414297-index-headers.html0001193125-26-414297
Document: 0001193125-26-414297-index.html0001193125-26-414297
Document: 0001193125-26-414297.txt0001193125-26-414297
9 reports for GSUI
Performance horizon
67% Hit rate @ T+20 2 of 3 directional calls Went positive at some point 3 of 3 best @ T+20▲ +19.13%Apr 17, 2026
Filters
Rows
Reports for GSUI — sortable, filterable
TypeNow
Oct 5, 2026
22d ago
8-K
NEUTRAL ★ 2/10
$17.21awaiting T+20—$13.44 (−21.91%)
Aug 7, 2026
11w ago
8-K
BULLISH ★ 5/10
$9.77 $11.00▲ +12.59%▲ +12.99%$13.44 (+37.56%)
Aug 6, 2026
11w ago
144
NEUTRAL ★ 2/10
$9.77 $11.00▲ +12.59%▲ +12.99%$13.44 (+37.56%)
Jul 30, 2026
12w ago
144
BEARISH ★ 5/10
$9.82 $10.69▼ −8.81%▼ −5.82%$13.44 (−36.86%)
May 4, 2026
25w ago
144
NEUTRAL ★ 3/10
$13.91 $11.91▼ −14.38%▼ −19.33%$13.44 (−3.38%)
May 4, 2026
25w ago
144
NEUTRAL ★ 2/10
$13.91 $11.91▼ −14.38%▼ −19.33%$13.44 (−3.38%)
May 1, 2026
25w ago
144
NEUTRAL ★ 2/10
$13.51 $12.72▼ −5.85%▼ −11.49%$13.44 (−0.52%)
Apr 27, 2026
26w ago
144
NEUTRAL ★ 2/10
$13.42 $14.57▲ +8.57%▲ +3.10%$13.44 (+0.15%)
Apr 17, 2026
27w ago
EFFECT
BULLISH ★ 7/10
$14.69 $17.50▲ +19.13%▲ +13.76%$13.44 (−8.51%)
Showing 9 of 9

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Report published Oct 5, 2026