CFTC Gold COT Report Ledger — 2026-06-16

Weekly Positioning Metrics

Gold Close Price
$4330.90
Smart Money Net
113,721
Total Open Interest
339,330
OI 1W Delta
+6,621
GOLD-USD DIVERGENCE (OI EXPANDING)

Analysis & Institutional Flow

For the CFTC report week ending 2026-06-16, COMEX Gold futures settled at $4330.90. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 128,043 long contracts versus 14,322 short contracts, establishing a net speculative position of 113,721 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 57.2% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest expanded by 6,621 contracts (339,330 total) compared to 2026-06-09. Meanwhile, net Smart Money positioning increased by 7,858 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by +11,813 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a GOLD-USD DIVERGENCE (OI EXPANDING) signal with an Institutional Bias Score of 72.3/100 (Moderately Bullish). Gold Smart Money flow diverged from USD Index speculator flow, indicating macroeconomic stress. Tactical Context: Funds added net longs, price showed bullish divergence, and open interest expanded, while retail is crowded long.