CFTC Gold COT Report Ledger — 2021-10-26

Weekly Positioning Metrics

Gold Close Price
$1792.70
Smart Money Net
86,362
Total Open Interest
509,794
OI 1W Delta
+23,820
STRONG BULLISH CONFIRMATION (OI EXPANDING)

Analysis & Institutional Flow

For the CFTC report week ending 2021-10-26, COMEX Gold futures settled at $1792.70. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 141,280 long contracts versus 54,918 short contracts, establishing a net speculative position of 86,362 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 65.3% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest expanded by 23,820 contracts (509,794 total) compared to 2021-10-19. Meanwhile, net Smart Money positioning increased by 28,563 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -1,477 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a STRONG BULLISH CONFIRMATION (OI EXPANDING) signal with an Institutional Bias Score of 82.9/100 (Bullish). Gold Smart Money flow was bullish, aligned with institutional buying interest. Tactical Context: Funds added net longs, price trend confirmed, and open interest expanded, while retail crowding is moderate.