CFTC Gold COT Report Ledger — 2024-04-23

Weekly Positioning Metrics

Gold Close Price
$2327.70
Smart Money Net
142,139
Total Open Interest
516,249
OI 1W Delta
-944
WEAK BULLISH - UNCONFIRMED (OI FLAT)

Analysis & Institutional Flow

For the CFTC report week ending 2024-04-23, COMEX Gold futures settled at $2327.70. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 176,400 long contracts versus 34,261 short contracts, establishing a net speculative position of 142,139 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 96.6% percentile (3-Year COT Index), indicating historically elevated bullish exposure.

Week-over-Week Shift: Total Gold Open Interest contracted by 944 contracts (516,249 total) compared to 2024-04-16. Meanwhile, net Smart Money positioning increased by 7,403 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by +716 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BULLISH - UNCONFIRMED (OI FLAT) signal with an Institutional Bias Score of 74.6/100 (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.