CFTC Gold COT Report Ledger — 2026-04-21

Weekly Positioning Metrics

Gold Close Price
$4698.40
Smart Money Net
92,976
Total Open Interest
365,842
OI 1W Delta
+3,568
WEAK BEARISH - UNCONFIRMED (OI FLAT)

Analysis & Institutional Flow

For the CFTC report week ending 2026-04-21, COMEX Gold futures settled at $4698.40. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 123,681 long contracts versus 30,705 short contracts, establishing a net speculative position of 92,976 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 48.7% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest expanded by 3,568 contracts (365,842 total) compared to 2026-04-14. Meanwhile, net Smart Money positioning decreased by 2,165 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -187 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI FLAT) signal with an Institutional Bias Score of 59.2/100 (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.