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 |
Stillwater Critical flags Montana rhodium, resource upside
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-05-24 Sources 1
Investment FlowsCritical MineralsInventoryFinanceCorporate
Critical Mineral Policy (Direction ↑, Strength +Medium, Confidence +Medium) / Critical MineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Egypt eyes first aerial survey in 40 years to map mineral riches
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-05-24 Sources 1
CorporateFinanceSuppliers & EquipmentPolicyInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
McEwen says San José mine cash generation blew past expectations
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-05-22 Sources 1
Supply & DemandInventoryMarketsCorporateInvestment Flows
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / production growPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgesDomain Adj. (Confidence +Medium) / Source domain: mining.com
Zimbabwe bars foreign operators from small-scale gold mining
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-05-22 Sources 1
Supply & DemandCorporateRegulatory IssuesInvestment Flows
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / increase production capacityDomain Adj. (Confidence +Medium) / Source domain: mining.com
BHP urged to assess rare earths at Olympic Dam
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-05-22 Sources 1
TechnicalStatisticsIndustrial DemandTop CompaniesCorporate
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Americas Gold stock swap ends Sprott silver stream burden
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-05-22 Sources 1
Supply & DemandInventoryMarketsCorporateInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
In Gold We Trust2026（英語版）
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-05-21 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約25文字)
Perpetua Resources gets $2.9B EXIM loan for Stibnite gold-antimony project in Idaho
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-05-21 Sources 1
Supply & DemandTechnicalStatisticsIndustrial DemandCorporate
Export Ban / Restriction (Direction ↑↑, Strength +Strong, Confidence +Medium) / Export-Import BanCritical Mineral Policy (Direction ↑, Strength +Medium, Confidence +Medium) / critical mineralDomain Adj. (Confidence +Medium) / Source domain: mining.com
CHART: Copper price surge mints 23 new unicorn mines
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-05-21 Sources 1
TechnicalStatisticsIndustrial DemandTop CompaniesMarkets
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price surgeCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / Critical MineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Lawmakers introduce SILVER Act to increase precious metals storage sites in US
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-05-21 Sources 1
Supply & DemandTechnicalRegulatory IssuesInventoryCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Northern Star CEO Tonkin to step down after a decade at helm
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-05-21 Sources 1
Supply & DemandCareersInventoryCorporatePolicy
M&A / Partnership (Direction →, Strength +Medium) / takeoverDomain Adj. (Confidence +Medium) / Source domain: mining.com
The Price of Gold Expressed in Bitcoin: Very Revealing!
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-05-21 Sources 1
Supply & DemandTechnicalStatisticsInventoryCorporate
Domain Adj. (No impact) / Source domain: goldbroker.com
Agnico doubles Wallbridge Mining stake to over 19%
Negative ↓Direction ↓ / Strength Low / Confidence Medium
Date 2026-05-20 Sources 1
InventoryTop CompaniesMarketsGeopoliticsInvestment Flows
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / interest, which could increaseDomain Adj. (Confidence +Medium) / Source domain: mining.com
Freeport says Grasberg on track for full production by end of 2027
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-05-20 Sources 1
Supply & DemandStatisticsTop CompaniesCorporatePolicy
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / force majeureDiscovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / found out that the oreTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Troilus gold assays underscore M&A potential, analysts say
Positive ↑Direction ↑ / Strength Strong / Confidence Medium
Date 2026-05-20 Sources 1
TechnicalStatisticsIndustrial DemandMarketsGeopolitics
Security / Transport Risk (Direction ↑, Strength +Strong, Confidence +Medium) / takeover bids for a planned mineM&A / Partnership (Direction →, Strength +Medium) / takeoverAnalyst Opinion Adj. (Confidence -Medium) / analysts sayDomain Adj. (Confidence +Medium) / Source domain: mining.com
China’s palladium imports surge as local futures lure inflows
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-05-20 Sources 1
Supply & DemandStatisticsInventoryIndustrial DemandMarkets
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgeDomain Adj. (Confidence +Medium) / Source domain: mining.com
UNIT, the BRICS Currency: A Rival to the Dollar?
Positive ↑Direction ↑ / Strength Medium / Confidence Medium
Date 2026-05-19 Sources 1
FinanceInventoryGeopolitics
Sanctions (Direction ↑↑, Strength +Strong) / sanctionsDomain Adj. (No impact) / Source domain: goldbroker.com
Brokerages stay bullish on gold price despite near-term pressure
Positive ↑Direction ↑ / Strength Medium / Confidence Medium
Date 2026-05-19 Sources 1
Supply & DemandTechnicalStatisticsInventoryMarkets
Inflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation concernAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Jeff Currie sees gold price pullback before $10,000 run
Negative ↓Direction ↓ / Strength Very Strong / Confidence High
Date 2026-05-19 Sources 1
Iran WarTechnicalStatisticsMarketsGeopolitics
Gov Stockpile Drawdown (Direction ↓↓, Strength +Very Strong, Confidence +Medium) / central bank has sold roughly 120 tonnesRate Cut / USD Weakness (Direction ↑↑, Strength +Strong) / dovishPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / gold could first dropDomain Adj. (Confidence +Medium) / Source domain: mining.com
Westgold sells Chalice project to Corazon for $18M
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-05-19 Sources 1
MarketsCorporateInvestment FlowsExplorationFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com