MetalsVisionPrecious Metals News Sentiment & Macro Analysis

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CFTC COT Positioning (Weekly)

Money-manager long/short/net positions and open interest trend.

Backwardation / Contango Check

Open futures spread on TradingView

Expression: COMEX:GC1! - COMEX:GC2! (above 0 = backwardation, below 0 = contango)

Source: CFTC Commitments of Traders (Legacy Futures Only)

COMEX Registered / Eligible Inventory Trend

Daily COMEX warehouse inventory trend (Registered = deliverable, Eligible = non-deliverable inventory).

Unit: million troy ounces

▲ FND proxy marker (business day before month start).

Next FND Proxy: 2026-03-31

OI / Registered Multiple (All-Month OI)

Computed as Open Interest × contract size ÷ Registered inventory.

COMEX Delivery Notices (Monthly)

Delivery quantity = contracts × contract size (e.g., silver: 5,000 oz/contract).

Source: CME Group Delivery Reports (Warehouse Stocks)

IMF Gold Reserves Tracker

Monthly trend: latest 12 months / Annual trend: full available history.

Summary will be shown here.

In Top 10 / Custom mode, dashed segments indicate LOCF-imputed points.

Monthly (latest 12M)
Annual (full history)
Top Increases (12M)
  • Bank for International Settlements (BIS): +2.798 (million fine troy oz), latest 6.399
  • Poland, Republic of: +2.367 (million fine troy oz), latest 18.340
  • Türkiye, Republic of: +1.724 (million fine troy oz), latest 26.445
  • Kazakhstan, Republic of: +1.588 (million fine troy oz), latest 10.928
  • Brazil: +1.376 (million fine troy oz), latest 5.544
Top Decreases (12M)
  • Singapore: -0.690 (million fine troy oz), latest 6.226
  • Russian Federation: -0.100 (million fine troy oz), latest 74.800
  • Jordan: -0.046 (million fine troy oz), latest 2.277
  • Germany: -0.033 (million fine troy oz), latest 107.714
  • Mexico: -0.005 (million fine troy oz), latest 3.861

Source: IMF International Liquidity (IL), Gold reserves (volume), unit=Fine troy ounces, scale=Millions / Missing-value policy: LOCF (last observation carried forward) by country / Updated: 2026-03-20T11:11:40.998609Z

7-Day Sentiment Score Trend

Search Trends

Data source: Google Trends

Gold Weekly Report — Original Data-Driven Analysis

Weekly gold market deep-dive: COT positioning, volatility, macro, sentiment & Google Trends. Free PDF download.

LATEST ▸ 2026-W11 (Mar 9–13)
Gold Holds a High-Range Bias Despite Two Weekly Losses
Lower Real Rates and Uncrowded COT Point to a Bullish Correction
  • Weekly change −2.16% — two-week decline, but price held near 5,000 support
  • COT net long 98,399 contracts (+482) — 28th percentile (3-year), far from crowded
  • VIX 24.93 (96.5th pct); WTI $94.65 (100th pct over 3 years)
  • News sentiment weekly avg +0.04, cooling to −0.02 by week-end
  • Real rate proxy 1.78%, DXY 119.49 — medium-term support intact
If price holds above 5,000 and sentiment recovers, this pullback is likely short-lived within the broader uptrend.
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Archive
2026-W10 (Mar 2–8)
Gold Can Stay Bullish Even Through a Pullback
Weekly −2.76% ／ COT net long 97,917 ／ VIX 23.75 (94.8th percentile)
2026-W09 (Feb 23 – Mar 1)
Gold Near Record Highs, Yet Still Not Overheated — Quiet Bullishness Backed by a Weaker Dollar.
Weekly +2.74% ／ COT net long 95,893 ／ Sentiment −0.60 (cautious, no euphoria)
| By Importance |
BHP eyes large-scale copper exploration in Zambia, mines ministry says
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-04-21 Sources 1
Investment FlowsTop CompaniesFinanceStatisticsCorporate
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / large copper depositDomain Adj. (Confidence +Medium) / Source domain: mining.com
Towards a Return of the Gold Standard?
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-21 Sources 1
GeopoliticsFinanceInventory
Domain Adj. (No impact) / Source domain: goldbroker.com
Argentine judge orders halt to mining activity, road access near Vicuña’s copper project
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-04-20 Sources 1
Top CompaniesSupply & DemandGeopoliticsCorporateInvestment Flows
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / mine closeTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Banyan Gold hits new high on $34M capital raise
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-04-20 Sources 1
Investment FlowsMarketsExplorationInventoryGeopolitics
Inventory Build (Direction ↓, Strength +Medium, Confidence +Medium) / stock surgePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hits new highDomain Adj. (Confidence +Medium) / Source domain: mining.com
Russian central bank sold 700,000 oz. of gold in 2026
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-04-20 Sources 1
Investment FlowsMarketsFinanceInventoryGeopolitics
Sanctions (Direction ↑↑, Strength +Strong) / sanctionsGov Stockpile Build (Direction ↑↑, Strength +Very Strong, Confidence +High) / central bank can no longer buyGov Stockpile Drawdown (Direction ↓↓, Strength +Very Strong, Confidence +Medium) / central bank sold 700,000 oz. of goldPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price rallyDomain Adj. (Confidence +Medium) / Source domain: mining.com
B2Gold expects lower Q2 output from Goose mine after fire damage
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-20 Sources 1
Suppliers & EquipmentFinanceStatisticsCorporateSupply & Demand
Analyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
US companies eyeing Congo mining assets, State Dept official says
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-04-20 Sources 1
Battery MetalsInvestment FlowsSupply & DemandFinanceInventory
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Congo peace project plans first gold exports in September from restive east
Neutral →Direction → / Strength Very Low / Confidence High
Date 2026-04-20 Sources 1
Investment FlowsRegulatory IssuesMarketsFinanceGeopolitics
Tier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
New Found Gold secures $150M for first phase of Queensway project
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-20 Sources 1
Investment FlowsMarketsSupply & DemandFinanceInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Agnico lines up $3B multi-deal to build Finland hub
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-04-20 Sources 1
Investment FlowsTop CompaniesMarketsFinanceTechnical
M&A / Partnership (Direction →, Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Peru reauthorizes Southern Copper’s $1.8B project amid election chaos
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-20 Sources 1
Top CompaniesRegulatory IssuesSupply & DemandFinanceInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Sunshine Silver weighs $400 million IPO to fund reopening of Idaho mine
Negative ↓Direction ↓ / Strength Low / Confidence Medium
Date 2026-04-20 Sources 1
Investment FlowsMarketsFinanceCorporateSupply & Demand
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / reopen an Idaho mineRumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
China’s silver imports jump to record on retail and solar demand
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-04-20 Sources 1
Investment FlowsMarketsFinanceEnergyGeopolitics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgedDomain Adj. (Confidence +Medium) / Source domain: mining.com
Copper Intelligence targets untapped eastern Congo deposit
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-04-20 Sources 1
ExplorationGeopoliticsCritical MineralsCorporateIndustrial Demand
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / copper grades of upExploration / Investment (Direction ↓, Strength +Medium) / exploration spendM&A / Partnership (Direction →, Strength +Medium) / acquisitionTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Environmental group sues US Interior for approving rare earth mining in Mojave Desert
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-04-18 Sources 1
CorporateInventorySupply & DemandRegulatory IssuesCritical Minerals
Critical Mineral Policy (Direction ↑, Strength +Medium, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price nears month high as Iran reopens Strait of Hormuz
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-04-17 Sources 1
StatisticsFinanceInvestment FlowsTechnicalMarkets
Safe-Haven Demand (Direction ↑↑, Strength +Strong) / safe-havenPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surge in energy pricePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / price slumpInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation concernTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Second Mali gold mine scores backing from former Olam exec
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-17 Sources 1
FinanceInventoryCorporateInvestment FlowsSupply & Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com
The Return of Stagflation Is Propelling Gold into a New Era
Positive ↑Direction ↑ / Strength Medium / Confidence Medium
Date 2026-04-17 Sources 1
FinanceStatisticsGeopoliticsCorporate
Inflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation is on the riseAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (No impact) / Source domain: goldbroker.com
Lumina Metals, shareholder seek $251 million in Toronto IPO
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-17 Sources 1
FinanceInventoryCorporateMarketsGeopolitics
Domain Adj. (Confidence +Medium) / Source domain: mining.com
La Mancha’s Greenheart Gold deal deepens Guiana Shield exposure
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-17 Sources 1
MarketsCorporateIndustrial DemandInvestment FlowsTechnical
Domain Adj. (Confidence +Medium) / Source domain: mining.com