CFTC Gold COT Report Ledger — 2026-07-07

Weekly Positioning Metrics

Gold Close Price
$4145.30
Smart Money Net
116,161
Total Open Interest
371,776
OI 1W Delta
+2,235
WEAK BEARISH - UNCONFIRMED (OI FLAT)

Analysis & Institutional Flow

For the CFTC report week ending 2026-07-07, COMEX Gold futures settled at $4145.30. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 134,941 long contracts versus 18,780 short contracts, establishing a net speculative position of 116,161 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 58.1% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest expanded by 2,235 contracts (371,776 total) compared to 2026-06-30. Meanwhile, net Smart Money positioning decreased by 3,930 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by +253 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI FLAT) signal with an Institutional Bias Score of 58.7/100 (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.