CFTC Gold COT Report Ledger — 2023-03-28

Weekly Positioning Metrics

Gold Close Price
$1972.40
Smart Money Net
99,160
Total Open Interest
478,611
OI 1W Delta
+8,737
STRONG BULLISH CONFIRMATION (OI EXPANDING)

Analysis & Institutional Flow

For the CFTC report week ending 2023-03-28, COMEX Gold futures settled at $1972.40. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 130,530 long contracts versus 31,370 short contracts, establishing a net speculative position of 99,160 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 74.2% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest expanded by 8,737 contracts (478,611 total) compared to 2023-03-21. Meanwhile, net Smart Money positioning increased by 17,931 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -1,425 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a STRONG BULLISH CONFIRMATION (OI EXPANDING) signal with an Institutional Bias Score of 71.4/100 (Moderately 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.