CFTC Gold COT Report Ledger — 2025-06-17

Weekly Positioning Metrics

Gold Close Price
$3386.60
Smart Money Net
130,511
Total Open Interest
441,214
OI 1W Delta
+24,071
STRONG BULLISH CONFIRMATION (OI EXPANDING)

Analysis & Institutional Flow

For the CFTC report week ending 2025-06-17, COMEX Gold futures settled at $3386.60. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 167,646 long contracts versus 37,135 short contracts, establishing a net speculative position of 130,511 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 66.2% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest expanded by 24,071 contracts (441,214 total) compared to 2025-06-10. Meanwhile, net Smart Money positioning increased by 6,420 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -4,370 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a STRONG BULLISH CONFIRMATION (OI EXPANDING) signal with an Institutional Bias Score of 66.6/100 (Moderately 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 is crowded long.