CFTC Gold COT Report Ledger — 2025-05-27

Weekly Positioning Metrics

Gold Close Price
$3299.10
Smart Money Net
110,816
Total Open Interest
437,538
OI 1W Delta
-10,462
WEAK BULLISH - UNCONFIRMED (OI CONTRACTING)

Analysis & Institutional Flow

For the CFTC report week ending 2025-05-27, COMEX Gold futures settled at $3299.10. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 147,502 long contracts versus 36,686 short contracts, establishing a net speculative position of 110,816 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 58.7% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest contracted by 10,462 contracts (437,538 total) compared to 2025-05-20. Meanwhile, net Smart Money positioning increased by 3,187 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by +460 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BULLISH - UNCONFIRMED (OI CONTRACTING) signal with an Institutional Bias Score of 59.6/100 (Neutral). Gold Smart Money flow was bullish, aligned with institutional buying interest. Tactical Context: Market positioning remains balanced. Institutional activity and price flow do not show a strong directional consensus.