CFTC Gold COT Report Ledger — 2026-05-05

Weekly Positioning Metrics

Gold Close Price
$4555.80
Smart Money Net
94,254
Total Open Interest
367,932
OI 1W Delta
-1,598
STRONG BULLISH CONFIRMATION (OI FLAT)

Analysis & Institutional Flow

For the CFTC report week ending 2026-05-05, COMEX Gold futures settled at $4555.80. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 123,353 long contracts versus 29,099 short contracts, establishing a net speculative position of 94,254 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 49.2% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest contracted by 1,598 contracts (367,932 total) compared to 2026-04-28. Meanwhile, net Smart Money positioning increased by 4,502 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by -3,815 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a STRONG BULLISH CONFIRMATION (OI FLAT) signal with an Institutional Bias Score of 59.2/100 (Neutral). Gold Smart Money flow was bullish, aligned with institutional buying interest. Tactical Context: Market positioning remains balanced. Institutional activity and price flow do not show a strong directional consensus.