CFTC Gold COT Report Ledger — 2025-05-06

Weekly Positioning Metrics

Gold Close Price
$3411.40
Smart Money Net
102,091
Total Open Interest
452,414
OI 1W Delta
+546
WEAK BEARISH - UNCONFIRMED (OI FLAT)

Analysis & Institutional Flow

For the CFTC report week ending 2025-05-06, COMEX Gold futures settled at $3411.40. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 144,383 long contracts versus 42,292 short contracts, establishing a net speculative position of 102,091 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 55.4% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest expanded by 546 contracts (452,414 total) compared to 2025-04-29. Meanwhile, net Smart Money positioning decreased by 3,804 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -659 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI FLAT) signal with an Institutional Bias Score of 31.7/100 (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.