Regal Investment Advisors LLC GYLD β€” ARROW ETF TR ARROW DJ GLB Y

Ownership history in Regal Investment Advisors LLC  Β·  3 quarters on record

AI Ownership Summary

Regal Investment Advisors LLC reported ARROW ETF TR ARROW DJ GLB Y (GYLD) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows GYLD at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Regal Investment Advisors LLC's position in ARROW ETF TR ARROW DJ GLB Y, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GYLD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Regal Investment Advisors LLC held GYLD β€” position size vs. price
% of Fund (quarterly)    GYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5.7% +5.0% ❌ 22,303 -1,360 -5.7% 0.02% $307K 2026-05-14 $13.90
2025 Q4 ADDED β€” β€” β€” 23,663 +23,271 +5936.5% 0.02% $319K 2026-02-17 $13.44
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding GYLD

As of 2026 Q2 β€” sorted by position size

PFS Partners, LLC 0.0%

FAQ About Regal Investment Advisors LLC and GYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Regal Investment Advisors LLC reported owning GYLD?

Regal Investment Advisors LLC reported GYLD across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported GYLD position in Regal Investment Advisors LLC's portfolio?

The largest reported portfolio weight for GYLD was 0.02% in 2025 Q4.

What is the latest reported GYLD position on this page?

The most recent filing on this page is 2026 Q1, when Regal Investment Advisors LLC reported 22,303 shares, equal to 0.02% of portfolio, with an estimated market value of $307K.

What does the chart on this GYLD ownership page compare?

The chart compares Regal Investment Advisors LLC's quarterly GYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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