CFTC Gold COT Report Ledger — 2023-02-14

Weekly Positioning Metrics

Gold Close Price
$1854.00
Smart Money Net
41,173
Total Open Interest
426,116
OI 1W Delta
-13,639
WEAK BEARISH - UNCONFIRMED (OI CONTRACTING)

Analysis & Institutional Flow

For the CFTC report week ending 2023-02-14, COMEX Gold futures settled at $1854.00. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 106,106 long contracts versus 64,933 short contracts, establishing a net speculative position of 41,173 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 44.0% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest contracted by 13,639 contracts (426,116 total) compared to 2023-02-07. Meanwhile, net Smart Money positioning decreased by 18,403 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -295 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI CONTRACTING) signal with an Institutional Bias Score of 26.7/100 (Bearish). Gold Smart Money flow showed bearish distribution. Tactical Context: Funds reduced net positioning, price trend confirmed, and open interest contracted, while retail crowding is moderate.