CFTC Gold COT Report Ledger — 2023-02-21

Weekly Positioning Metrics

Gold Close Price
$1833.00
Smart Money Net
36,706
Total Open Interest
422,648
OI 1W Delta
-3,468
WEAK BEARISH - UNCONFIRMED (OI FLAT)

Analysis & Institutional Flow

For the CFTC report week ending 2023-02-21, COMEX Gold futures settled at $1833.00. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 104,710 long contracts versus 68,004 short contracts, establishing a net speculative position of 36,706 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 41.6% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest contracted by 3,468 contracts (422,648 total) compared to 2023-02-14. Meanwhile, net Smart Money positioning decreased by 4,467 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by +224 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI FLAT) signal with an Institutional Bias Score of 30.4/100 (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.