CFTC Gold COT Report Ledger — 2023-02-28

Weekly Positioning Metrics

Gold Close Price
$1828.90
Smart Money Net
26,575
Total Open Interest
426,890
OI 1W Delta
+4,242
WEAK BEARISH - UNCONFIRMED (OI FLAT)

Analysis & Institutional Flow

For the CFTC report week ending 2023-02-28, COMEX Gold futures settled at $1828.90. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 99,425 long contracts versus 72,850 short contracts, establishing a net speculative position of 26,575 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 36.3% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest expanded by 4,242 contracts (426,890 total) compared to 2023-02-21. Meanwhile, net Smart Money positioning decreased by 10,131 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -322 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI FLAT) signal with an Institutional Bias Score of 25.5/100 (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.