CFTC Gold COT Report Ledger — 2025-11-18

Weekly Positioning Metrics

Gold Close Price
$4061.30
Smart Money Net
98,205
Total Open Interest
471,953
OI 1W Delta
+11,956
WEAK BEARISH - UNCONFIRMED (OI EXPANDING)

Analysis & Institutional Flow

For the CFTC report week ending 2025-11-18, COMEX Gold futures settled at $4061.30. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 130,222 long contracts versus 32,017 short contracts, establishing a net speculative position of 98,205 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 50.8% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest expanded by 11,956 contracts (471,953 total) compared to 2025-11-10. Meanwhile, net Smart Money positioning decreased by 5,882 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -481 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI EXPANDING) signal with an Institutional Bias Score of 50.1/100 (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.