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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 |
Russian sales bring gold reserves to their lowest since 2020
Negative ↓Direction ↓ / Strength Very Strong / Confidence High
Date 2026-08-21 Sources 1
CorporateStatisticsSupply & DemandFinanceInventory
Sanctions (Direction ↑↑, Strength +Strong) / sanctionsGov Stockpile Drawdown (Direction ↓↓, Strength +Very Strong, Confidence +Medium) / central bank began reducing its gold holdingsPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / bullion holdings fellDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price gets US bond policy boost
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-08-21 Sources 1
TechnicalCorporateMarketsStatisticsSupply & Demand
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgeInflation / Debt Concern (Direction ↑↑, Strength +Strong) / fiscal deficitDomain Adj. (Confidence +Medium) / Source domain: mining.com
Metals Exploration locks in $27M as La India first gold nears
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-08-21 Sources 1
TechnicalCorporateIran WarIndustrial DemandSupply & Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Silver price 20% August surge sends miners soaring
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-08-21 Sources 1
TechnicalCorporateMarketsStatisticsSupply & Demand
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price 20% August surgeDomain Adj. (Confidence +Medium) / Source domain: mining.com
Lassonde-backed Cadillac drilling points to more Ontario gold
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-08-20 Sources 1
CorporateInventoryFinanceNewsPolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold miners climb as US Treasury yields rebound
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-08-20 Sources 1
CorporateMarketsFinanceInvestment FlowsPolicy
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallyInflation / Debt Concern (Direction ↑↑, Strength +Strong) / public debtDomain Adj. (Confidence +Medium) / Source domain: mining.com
British Columbia First Nation rescinds support for Seabridge’s KSM gold project
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-08-20 Sources 1
CorporateAboriginal IssuesInventoryGeopoliticsFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Colombia gold mine collapse kills 13 workers
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-08-20 Sources 1
CorporateMarketsStatisticsSupply & DemandSuppliers & Equipment
Mine Suspension (Direction ↑, Strength +Medium, Confidence +Medium) / mine collapsSecurity / Transport Risk (Direction ↑, Strength +Strong, Confidence +Medium) / armed groupDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold Faces Unprecedented Financial Leverage Since the Dot-Com Bubble
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-08-20 Sources 1
StatisticsFinanceInvestment Flows
Domain Adj. (No impact) / Source domain: goldbroker.com
Omai values Guyana gold project at $4B
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-08-19 Sources 1
CorporateInventoryGeopoliticsFinanceNews
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold Fields boosts stake in Suriname-focused Founders for $55M
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-08-19 Sources 1
CorporatePolicyFinanceNewsInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Central African Republic gold mine collapse kills over 100, mining official says
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-08-19 Sources 2
Regulatory IssuesCorporateExplorationStatisticsPolicy
Mine Suspension (Direction ↑, Strength +Medium, Confidence +Medium) / mine collapsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Community blockade keeps Endeavour’s Mexican mine shut
Neutral →Direction → / Strength Medium / Confidence High
Date 2026-08-19 Sources 1
CorporateMarketsGeopoliticsStatisticsSupply & Demand
Mine Suspension (Direction ↑, Strength +Medium, Confidence +Medium) / mine in Mexico remained suspendDiscovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / resume operationDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold, silver, miners surge as Treasury doubles buybacks
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-08-19 Sources 1
CorporateMarketsStatisticsFinanceInvestment Flows
Rate Cut / USD Weakness (Direction ↑↑, Strength +Strong) / dollar index dropPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgeInflation / Debt Concern (Direction ↑↑, Strength +Strong) / government debtTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Lundin Mining cuts copper outlook as Chile storms strike again
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-08-19 Sources 1
Supply & DemandCorporateStatisticsMarkets
Analyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Mali gold output jumps 30% in first half, beating forecasts
Positive ↑Direction ↑ / Strength Low / Confidence Medium
Date 2026-08-18 Sources 1
CorporateIndustrial DemandMarketsExplorationGeopolitics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / gold production roseAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Wheaton’s new CEO sees billion-dollar streaming era
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-08-18 Sources 1
CorporateMarketsFinanceInvestment FlowsPolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold in the Spotlight
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-08-18 Sources 1
GeopoliticsFinanceInvestment FlowsSupply & DemandTechnical
Domain Adj. (No impact) / Source domain: goldbroker.com
US awards $162M to turn mining waste into critical minerals
Positive ↑Direction ↑ / Strength Very Strong / Confidence High
Date 2026-08-18 Sources 1
Battery MetalsIndustrial DemandCorporateInventoryCritical Minerals
Discovery / Expansion (Direction ↓, Strength +Strong, Confidence +Medium) / new depositSubsidy / Tax Credit (Direction ↑, Strength +Strong, Confidence +Medium) / funding to recover critical mineralCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Arizona Eagle acquires three past producing silver mines
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-08-17 Sources 1
CorporateExplorationStatisticsNewsSupply & Demand
M&A / Partnership (Direction →, Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com