CFTC Gold COT Report Ledger — 2026-02-24

Weekly Positioning Metrics

Gold Close Price
$5155.80
Smart Money Net
95,974
Total Open Interest
420,182
OI 1W Delta
+13,104
STRONG BULLISH CONFIRMATION (OI EXPANDING)

Analysis & Institutional Flow

For the CFTC report week ending 2026-02-24, COMEX Gold futures settled at $5155.80. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 121,233 long contracts versus 25,259 short contracts, establishing a net speculative position of 95,974 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 49.9% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest expanded by 13,104 contracts (420,182 total) compared to 2026-02-17. Meanwhile, net Smart Money positioning increased by 81 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -2,117 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a STRONG BULLISH CONFIRMATION (OI EXPANDING) signal with an Institutional Bias Score of 37.5/100 (Bearish). Gold Smart Money flow was bullish, aligned with institutional buying interest. Tactical Context: Funds added net longs, price showed bearish divergence, and open interest expanded, while retail is crowded long.