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 |
G Mining to buy G2 Goldfields for $2.2B in Guyana play
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-04-09 Sources 1
FinanceMarketsPolicyCorporate
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / soaredM&A / Partnership (Direction →, Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Trafigura enters Ghana gold sector with Bogoso-Prestea deal
Neutral →Direction → / Strength Medium / Confidence High
Date 2026-04-09 Sources 1
CorporateGeopoliticsSupply & DemandMarketsPolicy
Mine Suspension (Direction ↑, Strength +Medium, Confidence +Medium) / care and maintenanceDiscovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / restart of the mineDomain Adj. (Confidence +Medium) / Source domain: mining.com
Barrick signals deal push amid strategic reset
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-04-09 Sources 1
CorporateGeopoliticsSupply & DemandIntelligenceMarkets
M&A / Partnership (Direction →, Strength +Medium) / mergerDomain Adj. (Confidence +Medium) / Source domain: mining.com
Inflation Set to Resurface, Gold Already Anticipates It
Negative ↓Direction ↓ / Strength Low / Confidence Medium
Date 2026-04-09 Sources 1
FinanceGeopoliticsSupply & DemandStatistics
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / increase in their productionDomain Adj. (No impact) / Source domain: goldbroker.com
War in Iran: Accelerating De-Dollarization and Rising Financial Risk
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence Medium
Date 2026-04-09 Sources 1
CorporateGeopoliticsSupply & DemandInventoryFinance
Sanctions (Direction ↑↑, Strength +Strong) / sanctionsInflation / Debt Concern (Direction ↑↑, Strength +Strong) / debt that has spiralDomain Adj. (No impact) / Source domain: goldbroker.com
Gold output at top North American miners wanes as global rivals gain
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-04-08 Sources 1
CorporatePolicySupply & DemandFinanceTop Companies
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / boost their productionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price climbs to three-week high on US-Iran ceasefire
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-04-08 Sources 1
FinanceGeopoliticsMarketsTechnical
Rate Cut / USD Weakness (Direction ↑↑, Strength +Strong) / rate ​cutPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / gold roseTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Africa to pilot bond aimed at formalizing artisanal mining
Neutral →Direction → / Strength Very Low / Confidence High
Date 2026-04-08 Sources 1
Regulatory IssuesCorporateSupply & DemandIndustrial DemandMarkets
Tier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Peru election: Who are the leading presidential contenders?
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-08 Sources 1
MarketsPolicyInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
AI and subsurface intelligence reshape mining
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-04-08 Sources 1
CorporateSupply & DemandSuppliers & EquipmentStatisticsFinance
Critical Mineral Policy (Direction ↑, Strength +Medium, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
BRICS+ nations hold over 17% of world’s gold reserves: Report
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-04-07 Sources 1
InventoryGeopoliticsStatisticsFinanceInvestment Flows
Sanctions (Direction ↑↑, Strength +Strong) / sanctionsPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / momentumDomain Adj. (Confidence +Medium) / Source domain: mining.com
Revival sees growth potential at Utah gold mine
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-07 Sources 1
CorporateStatisticsSupply & DemandFinanceIndustrial Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com
CATL taps Zijin founder as advisor for mining arm
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-07 Sources 1
CareersGeopoliticsCorporatePolicySupply & Demand
Rumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Goldman warns downside risk for copper, trims price target
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-04-07 Sources 1
GeopoliticsCorporateStatisticsSupply & DemandFinance
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgeTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
McEwen Copper seeks $4B to advance Los Azules
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence Very High
Date 2026-04-07 Sources 1
Regulatory IssuesGeopoliticsCorporatePolicyCritical Minerals
Export Ban / Restriction (Direction ↑↑, Strength +Very Strong, Confidence +Medium) / Export-Import BanPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Copper seeks $4B to advanceCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Bank of France Repatriates Gold From US, Secures Nearly €13 Billion Gain
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-07 Sources 1
FinanceCorporateInventoryPolicy
Domain Adj. (No impact) / Source domain: goldbroker.com
Gold price climbs after Trump agrees to a two-week ceasefire in Iran
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-04-07 Sources 1
GeopoliticsInvestment FlowsTechnicalFinanceMarkets
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / interest rates or even hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / spike in energy priceDomain Adj. (Confidence +Medium) / Source domain: mining.com
Ghana awards Gold Fields’ Damang mine lease to local firm Engineers & Planners
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-07 Sources 1
Supply & DemandGeopoliticsCorporateInvestment FlowsSuppliers & Equipment
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Altius acquires 9.9% of TNR Gold
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-06 Sources 1
PolicyCorporateMarketsIndustrial DemandInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price wavers as traders weigh prospects of Iran war breakthrough
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence Medium
Date 2026-04-06 Sources 1
StatisticsMarketsIndustrial DemandInvestment FlowsFinance
Rate Cut / USD Weakness (Direction ↑↑, Strength +Strong) / interest rate cutPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / price slumpInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation fearTier-1 Media Adj. (Confidence +High) / BloombergRumor / Speculation Penalty (Confidence -Very High) / reportedlyDomain Adj. (Confidence +Medium) / Source domain: mining.com