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The target of Burning Disarm is a held metal object. It can't be cast on something worn. The reference to a locked gauntlet is to a specific piece of equipment that stops you from dropping your held item promptly.
It doesn't have anything to do with the components, just the casting time: Spells that require only a free action to cast don’t provoke attacks of opportunity. - Pathfinder RPG, p. 185 This is reinforced by an earlier passage on metamagic: Metamagic feats that eliminate components of a spell don't eliminate the attack of opportunity proved by ...
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