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Regal Investment Advisors LLC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regal Investment Advisors LLC on IAU, newest first. How the timeline and the estimate are built.

Regal Investment Advisors LLC held 39,637 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,637 shares
    Change vs previous 13F +5,661 shares

    0.16% of the 13F portfolio, value $2,992,960.

    13F-HR 0001559789-26-000004 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,976 shares
    Change vs previous 13F -32,652 shares

    0.17% of the 13F portfolio, value $2,995,369.

    13F-HR 0001559789-26-000003 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 66,628 shares
    Change vs previous 13F +9,542 shares

    0.32% of the 13F portfolio, value $5,408,213.

    13F-HR 0001559789-26-000002 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 57,086 shares
    Change vs previous 13F +21,081 shares

    0.27% of the 13F portfolio, value $4,154,138.

    13F-HR 0001559789-25-000007 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,005 shares
    Change vs previous 13F -21,887 shares

    0.17% of the 13F portfolio, value $2,245,276.

    13F-HR 0001559789-25-000003 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 57,892 shares
    Change vs previous 13F +21,971 shares

    0.28% of the 13F portfolio, value $3,413,316.

    13F-HR 0001559789-25-000002 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,921 shares
    Change vs previous 13F +16,354 shares

    0.13% of the 13F portfolio, value $1,778,452.

    13F-HR 0001559789-25-000001 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,567 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $972,481.

    13F-HR 0001559789-24-000005 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).