Jordan Park Trust Co LLC

13F Filings History

Latest 13F report: Q2 2025 - Jul 28, 2025
Value $: $108M
Signature - Title: Ryan O'Neill - SVP, Head of Trust Operations and BSA Officer
Location: Portsmouth, NH
Summary: This page shows a list of all the recent 13F filings made by Jordan Park Trust Co LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Jordan Park Trust Co LLC reported 13 stock holdings with total value $108M as of Q2 2025. Top holdings included IOT, IEMG, GOVT, IAU, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	13	$108M	+$934K	-$3.08M	-$2.15M	IOT, IEMG, GOVT, IAU, MSFT	13F-HR	7/28/2025, 10:24 AM
Q1 2025	11	$106M	+$556K	-$485K	+$70.8K	IOT, IEMG, GOVT, IAU, AAPL	13F-HR	5/12/2025, 10:15 AM
Q4 2024	12	$120M	$0	$0		IOT, IEMG, GOVT, IAU, AAPL	13F-HR	2/7/2025, 10:33 AM