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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 |
Update almost triples contained metal at Selkirk Copper’s Minto mine
Negative ↓↓Direction ↓↓ / Strength Strong / Confidence High
Date 2026-07-30 Sources 1
NewsTechnicalStatisticsFinanceInventory
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / restart the minePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / copper grades declinedDomain Adj. (Confidence +Medium) / Source domain: mining.com
Newcore Gold’s best Nyam hit points to larger Enchi mine in Ghana
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-30 Sources 1
NewsTechnicalStatisticsInventoryCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Kinross Gold’s Lobo-Marte cost jumps 67% as NPV more than triples
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-30 Sources 1
NewsTechnicalStatisticsFinanceCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gangs hijack Ecuador’s gold mining supply chain
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-30 Sources 1
StatisticsMarketsFinanceCorporateSupply & Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Zimbabwe half-year lithium exports up 230%
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-30 Sources 1
Battery MetalsFinanceInventoryCorporateIndustrial Demand
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / lithium exports upDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold flows to Hong Kong hit decade-high before clearing launch
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-29 Sources 1
Supply & DemandFinanceInventoryMarketsInvestment Flows
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hit decade-highDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price rebounds from sub-$4,000 dip as split Fed holds fire, silver jumps
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-07-29 Sources 1
StatisticsSupply & DemandTechnicalFinanceMarkets
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / Fed has never raisTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Zijin’s $4B Allied Gold takeover collapses, but it still buys in
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-07-29 Sources 1
Supply & DemandPolicyTop CompaniesFinanceInventory
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / increase productionInventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / stock dropM&A / Partnership (Direction →, Strength +Medium) / takeoverDomain Adj. (Confidence +Medium) / Source domain: mining.com
Haywood cuts gold forecasts but says miners remain attractive
Neutral →Direction → / Strength Medium / Confidence Medium
Date 2026-07-28 Sources 1
TechnicalInventoryFinanceNewsSupply & Demand
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffM&A / Partnership (Direction →, Strength +Medium) / mergerAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price tests $4,000 floor before divisive Fed decision, silver in bear clutches
Neutral →Direction → / Strength Very Strong / Confidence High
Date 2026-07-28 Sources 1
MarketsTechnicalFinanceIran WarGeopolitics
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / hawkishPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / Gold fellInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation. HighTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Brazil court issued final ruling on Belo Sun gold mining project
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-28 Sources 1
FinanceNewsGeopoliticsCorporatePolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Evolution to buy copper-gold miner Carnaby in $149M deal
Negative ↓Direction ↓ / Strength Medium / Confidence Medium
Date 2026-07-28 Sources 1
MarketsIndustrial DemandInventoryFinanceSupply & Demand
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / increase copper productionM&A / Partnership (Direction →, Strength +Medium) / acquisitionAnalyst Opinion Adj. (Confidence -Medium) / analysts sayDomain Adj. (Confidence +Medium) / Source domain: mining.com
CME’s debut of 24/7 gold futures trading met with strong demand
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-27 Sources 1
GeopoliticsMarketsSupply & DemandStatisticsInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price climbs as pause in Mideast fighting curbs inflation risk
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-27 Sources 1
GeopoliticsMarketsSupply & DemandPolicyInventory
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Gold roseTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Quebec selects Troilus for accelerated permitting stream
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-07-27 Sources 1
NewsSupply & DemandRegulatory IssuesPolicyCorporate
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / restart operationDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold Fields files Tarkwa lease proposal with Ghana government
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-27 Sources 1
GeopoliticsTop CompaniesSupply & DemandPolicyCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Prins says gold still headed to $6,000 despite selloff
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-07-27 Sources 1
GeopoliticsIndustrial DemandMarketsSupply & DemandPolicy
China Stimulus (Direction ↑↑, Strength +Strong) / China's decades-long investPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / back abovePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Spanish Mountain logs high-grade gold results at BC project
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-27 Sources 1
Industrial DemandExplorationStatisticsInventoryCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Fury Gold resumes drilling at Quebec’s project after wildfire halt
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-27 Sources 1
CorporateExploration
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Barrick evacuates Chile workers by helicopter after storm
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-26 Sources 1
FinanceTechnicalTop CompaniesCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com