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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 |
【vol.184】ASGMー小規模産金企業
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-07-18 Sources 1
Corporate
Low Content (No impact) / コンテンツ不足 (要約21文字)
Ghana mining law revamp could complicate Gold Fields’ lease renewal
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-17 Sources 1
PolicyCorporateSupply & DemandGeopoliticsFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold demand in China at decade low in June, WGC says
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-17 Sources 1
CorporateStatisticsSupply & DemandMarketsInventory
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Gold Exchange (SGE) roseDomain Adj. (Confidence +Medium) / Source domain: mining.com
CHART: Gold price holds $4,000 as mining stocks bear the brunt
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-07-17 Sources 1
PolicyIran WarCorporateStatisticsSupply & Demand
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / rate-hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / gold upPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / platinum and palladium also fellTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Op-Ed: The Arctic won’t save the energy transition
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-07-17 Sources 1
PolicyCritical MineralsCorporateBattery MetalsSupply & Demand
Safe-Haven Demand (Direction ↑↑, Strength +Strong) / geopolitical uncertaintyCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
New Pacific boosts Bolivia project value
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-17 Sources 1
PolicyCorporateStatisticsNewsSupply & Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Copper price slides as monster storm bears down on Chile and Iran flare-up rattles metals
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-07-17 Sources 1
PolicyIran WarCorporateSupply & DemandMarkets
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / copper upPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffDomain Adj. (Confidence +Medium) / Source domain: mining.com
Hormuz: The Market Continues to Head in the Wrong Direction
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-17 Sources 1
Investment FlowsGeopoliticsStatistics
Domain Adj. (No impact) / Source domain: goldbroker.com
Gold price falls as US-Iran hostilities rekindle Fed hike bets
Neutral →Direction → / Strength Very Strong / Confidence High
Date 2026-07-16 Sources 1
Iran WarStatisticsMarketsGeopoliticsFinance
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / rate hikePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / Gold declinedInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation fearDomain Adj. (Confidence +Medium) / Source domain: mining.com
Cameroon sees mining revenue overtaking oil at $1.75 billion, minister says
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-16 Sources 1
PolicyCorporateStatisticsSupply & DemandFinance
Analyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Copper price: BMI hikes forecasts – structural deficits to bring $17,000 next decade
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-07-16 Sources 1
Critical MineralsStatisticsSupply & DemandMarketsGeopolitics
Tariff / Trade Friction (Direction ↑, Strength +Strong) / tariffTier-1 Media Adj. (Confidence +High) / BloombergAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Assays hint at size, depth of Onyx Gold’s Argus system
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-16 Sources 1
CorporateStatisticsFinanceInvestment FlowsTechnical
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Central Nevada Gold looks to revive Mule Canyon mine
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-16 Sources 1
CorporateStatisticsSupply & DemandInvestment FlowsTechnical
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Trump’s US ‘gold dollar’ coin has no precious metal
Neutral →Direction → / Strength Very Low / Confidence High
Date 2026-07-16 Sources 1
Supply & DemandFinanceSuppliers & Equipment
Tier-1 Media Adj. (Confidence +High) / Wall Street JournalDomain Adj. (Confidence +Medium) / Source domain: mining.com
Fury Gold suspends Quebec drilling after forest fire evacuation
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-15 Sources 1
StatisticsCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Column: So you want to build your own metals smelter?
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-07-15 Sources 1
TechnicalCorporateSuppliers & EquipmentCritical MineralsSupply & Demand
Export Ban / Restriction (Direction ↑↑, Strength +Very Strong, Confidence +Medium) / export banCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Altius raises $130M after royalty buys
Neutral →Direction → / Strength Medium / Confidence High
Date 2026-07-15 Sources 1
CorporateMarketsFinanceSupply & DemandPolicy
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / price of $66.04. The declineM&A / Partnership (Direction →, Strength +Medium) / AcquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Greenland Mines lifts contained PGM by 31% at Skaergaard
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-15 Sources 1
TechnicalCorporateCritical MineralsPolicyStatistics
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Mining companies are on their own in the Sahel, says risk analyst
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-15 Sources 1
Critical MineralsGeopoliticsCorporatePolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Revival Gold drills shallow gold at Mercur project in Utah
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-15 Sources 1
GeopoliticsMarketsFinanceCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com