CFTC Gold COT Report Ledger — 2024-03-19

Weekly Positioning Metrics

Gold Close Price
$2156.30
Smart Money Net
142,896
Total Open Interest
535,047
OI 1W Delta
+18,990
STRONG BULLISH CONFIRMATION (OI EXPANDING)

Analysis & Institutional Flow

For the CFTC report week ending 2024-03-19, COMEX Gold futures settled at $2156.30. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 172,588 long contracts versus 29,692 short contracts, establishing a net speculative position of 142,896 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 97.0% percentile (3-Year COT Index), indicating historically elevated bullish exposure.

Week-over-Week Shift: Total Gold Open Interest expanded by 18,990 contracts (535,047 total) compared to 2024-03-12. Meanwhile, net Smart Money positioning increased by 1,813 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -5,507 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a STRONG BULLISH CONFIRMATION (OI EXPANDING) signal with an Institutional Bias Score of 72.9/100 (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.