Physical Market Intelligence
Tracked visible supply from exchange inventories and vault holdings. No double counting; cadence mismatches disclosed. Not freely deliverable global supply.
Provider: Multi-exchange tracked components
Attribution: COMEX warehouse + LBMA vaults (+ SHFE/SGE/ETF when observations exist) — not global total supply
Datasets: cme-gold-stocks, comex-silver-stocks, lbma-monthly-gold-vault-holdings, lbma-monthly-silver-vault-holdings
Latest observation: 2026-07-13
Visible supply here means COMEX warehouse metal reported in CME depository statistics — registered (deliverable) and eligible inventories. This is not mine production, ETF holdings, or central-bank reserves.
Deliverable float
CFTC OI ÷ registered (100 oz/contract)
Paper leverage vs all warehouse metal
Daily stops as share of registered contracts
current
Retrieved 2026-07-31