CFTC Gold COT Report Ledger — 2024-09-17

Weekly Positioning Metrics

Gold Close Price
$2564.30
Smart Money Net
216,355
Total Open Interest
537,627
OI 1W Delta
+26,126
STRONG BULLISH CONFIRMATION (OI EXPANDING)

Analysis & Institutional Flow

For the CFTC report week ending 2024-09-17, COMEX Gold futures settled at $2564.30. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 241,844 long contracts versus 25,489 short contracts, establishing a net speculative position of 216,355 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 expanded by 26,126 contracts (537,627 total) compared to 2024-09-10. Meanwhile, net Smart Money positioning increased by 25,900 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -18,412 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a STRONG BULLISH CONFIRMATION (OI EXPANDING) signal with an Institutional Bias Score of 77.4/100 (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.