CFTC Gold COT Report Ledger — 2023-11-14

Weekly Positioning Metrics

Gold Close Price
$1961.80
Smart Money Net
64,315
Total Open Interest
486,634
OI 1W Delta
+2,287
WEAK BEARISH - UNCONFIRMED (OI FLAT)

Analysis & Institutional Flow

For the CFTC report week ending 2023-11-14, COMEX Gold futures settled at $1961.80. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 132,924 long contracts versus 68,609 short contracts, establishing a net speculative position of 64,315 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 56.0% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest expanded by 2,287 contracts (486,634 total) compared to 2023-11-07. Meanwhile, net Smart Money positioning decreased by 13,920 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by +263 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI FLAT) signal with an Institutional Bias Score of 57.5/100 (Neutral). Gold Smart Money flow showed bearish distribution. Tactical Context: Market positioning remains balanced. Institutional activity and price flow do not show a strong directional consensus.