CFTC Gold COT Report Ledger — 2026-04-28

Weekly Positioning Metrics

Gold Close Price
$4591.50
Smart Money Net
89,752
Total Open Interest
369,530
OI 1W Delta
+3,688
WEAK BEARISH - UNCONFIRMED (OI FLAT)

Analysis & Institutional Flow

For the CFTC report week ending 2026-04-28, COMEX Gold futures settled at $4591.50. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 122,257 long contracts versus 32,505 short contracts, establishing a net speculative position of 89,752 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 47.4% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest expanded by 3,688 contracts (369,530 total) compared to 2026-04-21. Meanwhile, net Smart Money positioning decreased by 3,224 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -475 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI FLAT) signal with an Institutional Bias Score of 33.6/100 (Bearish). Gold Smart Money flow showed bearish distribution. Tactical Context: Funds reduced net positioning, price trend confirmed, and open interest expanded, while retail is crowded long.