CFTC Gold COT Report Ledger — 2022-04-26

Weekly Positioning Metrics

Gold Close Price
$1901.40
Smart Money Net
81,117
Total Open Interest
557,785
OI 1W Delta
-17,417
STRONG BEARISH CONFIRMATION (OI CONTRACTING)

Analysis & Institutional Flow

For the CFTC report week ending 2022-04-26, COMEX Gold futures settled at $1901.40. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 138,215 long contracts versus 57,098 short contracts, establishing a net speculative position of 81,117 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 43.4% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest contracted by 17,417 contracts (557,785 total) compared to 2022-04-19. Meanwhile, net Smart Money positioning decreased by 20,149 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by +1,299 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a STRONG BEARISH CONFIRMATION (OI CONTRACTING) signal with an Institutional Bias Score of 22.7/100 (Very Bearish). Gold Smart Money flow showed bearish distribution. Tactical Context: Funds reduced net positioning, price trend confirmed, and open interest contracted, while retail is crowded long.