CFTC Gold COT Report Ledger — 2025-08-19

Weekly Positioning Metrics

Gold Close Price
$3313.40
Smart Money Net
137,385
Total Open Interest
438,541
OI 1W Delta
-7,611
WEAK BEARISH - UNCONFIRMED (OI CONTRACTING)

Analysis & Institutional Flow

For the CFTC report week ending 2025-08-19, COMEX Gold futures settled at $3313.40. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 173,388 long contracts versus 36,003 short contracts, establishing a net speculative position of 137,385 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 68.9% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest contracted by 7,611 contracts (438,541 total) compared to 2025-08-12. Meanwhile, net Smart Money positioning decreased by 10,902 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by +259 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI CONTRACTING) signal with an Institutional Bias Score of 40.8/100 (Neutral). Gold Smart Money flow showed bearish distribution. Tactical Context: Market positioning remains balanced. Institutional activity and price flow do not show a strong directional consensus.