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 |
Copper-gold assays boost gravity of Jupiter at NGEx’s Lunahuasi project
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-08 Sources 1
TechnicalStatisticsExplorationCorporateInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Schiff: ‘Trapped’ Fed sets up $200 silver, $10,000 gold
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-07-08 Sources 1
TechnicalInvestment FlowsCorporatePolicyInventory
Inventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / stock market decline, fallPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / soaringInflation / Debt Concern (Direction ↑↑, Strength +Strong) / national debtDomain Adj. (Confidence +Medium) / Source domain: mining.com
Rule Symposium: Gold demand shifts from hedge to collateral
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-08 Sources 1
TechnicalStatisticsInvestment FlowsCorporatePolicy
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallyDomain Adj. (Confidence +Medium) / Source domain: mining.com
Royalty juniors seek higher value in metals rally
Positive ↑Direction ↑ / Strength Very Strong / Confidence High
Date 2026-07-08 Sources 1
Battery MetalsTechnicalExplorationInvestment FlowsCorporate
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / production growPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallyCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Trump puts Greenland’s rare earths back on the table for NATO
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-08 Sources 1
TechnicalCorporatePolicyFinanceGeopolitics
Domain Adj. (Confidence +Medium) / Source domain: mining.com
India silver import curbs create shortages, push premiums to six-month high
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-07-08 Sources 1
TechnicalStatisticsInvestment FlowsPolicyInventory
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgedPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / Silver imports fellTariff / Trade Friction (Direction ↑, Strength +Medium) / tariffsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Lara drills Planalto toward $1B Brazil copper test
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-07-08 Sources 1
Battery MetalsTechnicalStatisticsInvestment FlowsCorporate
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / new depositDomain Adj. (Confidence +Medium) / Source domain: mining.com
Yen shorts just hit a 19-year high. Gold did this last time
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-07-07 Sources 1
FinancePolicyTechnicalInvestment FlowsStatistics
Rate Cut / USD Weakness (Direction ↑↑, Strength +Strong) / dollar, its weakTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Hong Kong begins trial operation of new gold clearing system
Neutral →Direction → / Strength Very Low / Confidence High
Date 2026-07-07 Sources 1
FinancePolicyTechnicalMarketsSupply & Demand
Tier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Canada set to back Teck’s BC smelter to boost germanium output: report
Neutral →Direction → / Strength Medium / Confidence High
Date 2026-07-07 Sources 1
FinancePolicySupply & DemandIndustrial DemandInvestment Flows
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / boost germanium outputCritical Mineral Policy (Direction ↑, Strength +Medium, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Kazakh gold miner Solidcore signs first exploration venture in Oman
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence Medium
Date 2026-07-07 Sources 1
FinanceTechnicalExplorationSupply & DemandGeopolitics
Sanctions (Direction ↑↑, Strength +Strong) / sanctionsM&A / Partnership (Direction →, Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com
China gold reserves rise most since 2023 even as bullion tumbles
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-07-07 Sources 1
FinancePolicyMarketsGeopoliticsInvestment Flows
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / gold reserves, however, declinedDomain Adj. (Confidence +Medium) / Source domain: mining.com
Assays hint at future mineable gold at West Red Lake’s Madsen site
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-07 Sources 1
FinanceTechnicalExplorationSupply & DemandStatistics
Analyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold Bull Market Hinges on These Two Charts
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-06 Sources 1
TechnicalFinance
Domain Adj. (No impact) / Source domain: goldbroker.com
China’s top ETF is now gold, not stocks
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-06 Sources 1
InventoryInvestment FlowsStatisticsMarketsFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Mine operators face worsening wildfire seasons
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-07-06 Sources 1
CorporateFinanceStatisticsMarketsGeopolitics
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / suspend operationsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Dakota Gold books high-grade assays at Richmond Hill
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-06 Sources 1
Industrial DemandCorporateStatisticsMarketsFinance
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Gold said it’s advancedDomain Adj. (Confidence +Medium) / Source domain: mining.com
Citi gains seat at heart of global bullion trading with clearing approval
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-06 Sources 1
PolicyMarketsFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
B2Gold’s new CEO gets his Goose test
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-06 Sources 1
NewsCorporatePrecious MetalsInvestment FlowsSupply & Demand
Analyst Opinion Adj. (Confidence -Medium) / Analysts sayDomain Adj. (Confidence +Medium) / Source domain: mining.com
Genesis trumps Regis with $3.9B takeover bid for Vault
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-07-06 Sources 1
Industrial DemandCorporateInventoryInvestment FlowsPolicy
M&A / Partnership (Direction →, Strength +Medium) / takeoverDomain Adj. (Confidence +Medium) / Source domain: mining.com