CFTC Gold COT Report Ledger — 2021-11-16

Weekly Positioning Metrics

Gold Close Price
$1853.60
Smart Money Net
142,385
Total Open Interest
612,612
OI 1W Delta
+41,587
WEAK BULLISH - UNCONFIRMED (OI EXPANDING)

Analysis & Institutional Flow

For the CFTC report week ending 2021-11-16, COMEX Gold futures settled at $1853.60. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 185,468 long contracts versus 43,083 short contracts, establishing a net speculative position of 142,385 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 100.0% percentile (3-Year COT Index), indicating historically elevated bullish exposure.

Week-over-Week Shift: Total Gold Open Interest expanded by 41,587 contracts (612,612 total) compared to 2021-11-09. Meanwhile, net Smart Money positioning increased by 16,775 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -540 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BULLISH - UNCONFIRMED (OI EXPANDING) signal with an Institutional Bias Score of 89.1/100 (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.