CFTC Gold COT Report Ledger — 2024-04-09

Weekly Positioning Metrics

Gold Close Price
$2343.50
Smart Money Net
141,732
Total Open Interest
505,214
OI 1W Delta
+5,169
WEAK BEARISH - UNCONFIRMED (OI EXPANDING)

Analysis & Institutional Flow

For the CFTC report week ending 2024-04-09, COMEX Gold futures settled at $2343.50. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 174,617 long contracts versus 32,885 short contracts, establishing a net speculative position of 141,732 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 96.4% percentile (3-Year COT Index), indicating historically elevated bullish exposure.

Week-over-Week Shift: Total Gold Open Interest expanded by 5,169 contracts (505,214 total) compared to 2024-04-02. Meanwhile, net Smart Money positioning decreased by 5,348 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by +754 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI EXPANDING) signal with an Institutional Bias Score of 66.9/100 (Moderately Bullish). 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.