CFTC Gold COT Report Ledger — 2025-04-29

Weekly Positioning Metrics

Gold Close Price
$3318.80
Smart Money Net
105,895
Total Open Interest
451,868
OI 1W Delta
-13,483
WEAK BEARISH - UNCONFIRMED (OI CONTRACTING)

Analysis & Institutional Flow

For the CFTC report week ending 2025-04-29, COMEX Gold futures settled at $3318.80. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 150,715 long contracts versus 44,820 short contracts, establishing a net speculative position of 105,895 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 56.8% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest contracted by 13,483 contracts (451,868 total) compared to 2025-04-22. Meanwhile, net Smart Money positioning decreased by 15,007 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by +525 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI CONTRACTING) signal with an Institutional Bias Score of 21.2/100 (Very Bearish). Gold Smart Money flow showed bearish distribution. Tactical Context: Funds reduced net positioning, price showed bearish divergence, and open interest contracted, while retail crowding is moderate.