CFTC Gold COT Report Ledger — 2026-09-08

Weekly Positioning Metrics

Gold Close Price
$4393.90
Smart Money Net
134,972
Total Open Interest
411,227
OI 1W Delta
-3,969
WEAK BEARISH - UNCONFIRMED (OI FLAT)

Analysis & Institutional Flow

For the CFTC report week ending 2026-09-08, COMEX Gold futures settled at $4393.90. The CFTC Commitment of Traders (COT) report revealed that Managed Money (Smart Money) held 145,804 long contracts versus 10,832 short contracts, establishing a net speculative position of 134,972 contracts. Relative to the past three years of historical positioning, this reading placed institutional conviction at the 65.8% percentile (3-Year COT Index), indicating balanced intermediate positioning.

Week-over-Week Shift: Total Gold Open Interest contracted by 3,969 contracts (411,227 total) compared to 2026-09-01. Meanwhile, net Smart Money positioning decreased by 1,799 contracts. Concurrently, US Dollar Index (DXY) currency speculators adjusted net holdings by +579 contracts.

Macro Signal Insight & Playbook: The quantitative engine registered a WEAK BEARISH - UNCONFIRMED (OI FLAT) signal with an Institutional Bias Score of 53.8/100 (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.