CFTC Gold COT Report Ledger — 2024-06-11

Weekly Positioning Metrics

Gold Close Price
$2307.50
Smart Money Net
152,965
Total Open Interest
436,857
OI 1W Delta
-10,631
WEAK BULLISH - UNCONFIRMED (OI CONTRACTING)

Analysis & Institutional Flow

For the CFTC report week ending 2024-06-11, COMEX Gold futures settled at $2307.50. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 168,424 long contracts versus 15,459 short contracts, establishing a net speculative position of 152,965 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 100.0% percentile (3-Year COT Index), indicating historically elevated bullish exposure.

Week-over-Week Shift: Total Gold Open Interest contracted by 10,631 contracts (436,857 total) compared to 2024-06-04. Meanwhile, net Smart Money positioning increased by 666 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by +126 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BULLISH - UNCONFIRMED (OI CONTRACTING) signal with an Institutional Bias Score of 60.8/100 (Moderately Bullish). Gold Smart Money flow was bullish, aligned with institutional buying interest. Tactical Context: Funds added net longs, price showed bullish divergence, and open interest contracted, while retail crowding is moderate.